Passive Asset Management

Passive management is the more traditional approach to portfolio design where we help select a range of investment funds to suit an individual’s personal attitude to market risk.

For clients with an existing portfolio of unit trusts, pension funds, investment funds and ISA portfolios, we will provide ongoing advice and statistical analysis on the investment performance.

Valuations of the portfolio are available at our offices on a daily basis and we will automatically send quarterly reports showing the current values together with detailed statistical performance of the selected individual portfolios to suit your personal requirements.

Whilst we provide advice on the selections, each portfolio will only be altered with the client’s direct instruction and involvement.