Upon assessment or your long-term financial requirements, we will design and construct an investment portfolio that seeks to maximize long-term performance at the appropriate level of risk. Critically, we also monitor our recommendations on an ongoing monthly basis to ensure that the portfolio’s long term performance is always in alignment with your long-term financial requirements. If we believe – or you request – that changes or modifications are necessary to your existing strategies, we will act very quickly to realign your current structure to the required position.
Through our internet-based Portfolio Administration Service (PAS), in-depth daily reports such as Portfolio Valuation and Portfolio Performance will be available for your viewing. To view a simulation of the PAS’s functionality, please click the link below:
