Managed Portfolios
Our team of friendly, highly qualified financial professionals can invest in a diverse range of managed portfolios tailored to your investment goals.
Our managed portfolio service (MPS) is actively monitored and rebalanced to ensure you have a diverse range of investments that are less tolerant to market change.
Our managed portfolio service gives you access to brilliant fund managers who can meet the investment needs of a huge range of clients with varying risk appetites.
Before You Choose A Managed Portfolio Service
As with any investment, your investments can go down as well as up. This means you may not get back the original amount you invested. This is why it’s so important to identify your long-term needs and objectives before you get started.
At Beaumont Wealth we will discuss your attitude to risk with you, using risk profiling tools to help us select a portfolio and asset allocation that you are comfortable with. We can select any provider or product which best matches a client’s needs.
In addition to being able to select a provider, product, and funds from the entire marketplace, we have created our own risk-graded portfolios, which can be used within your pension or other investment wrappers.
Our Risk-graded Managed Portfolios
Because we understand that every investor is unique and has their own tolerance to risk, our portfolios are risk-graded. This means our portfolio management service can keep your investment processes at a risk you are comfortable with.
For example, for those who are very wary of the risk of a loss or for those who are uncomfortable with significant risk, we have our preservation portfolios. These aim to protect your investments from as much loss as possible whilst still participating in some of the potential gains from investing in multi-asset portfolios.
In contrast, for those who can afford to take a little more risk, we have a range of growth model portfolios which aim to minimise the downsides of the markets whilst also maximising on the upswings and passive funds. If you are looking for long-term capital growth, these managed portfolios may be appropriate.
Whichever portfolio you go for, all of our options are risk-mapped against EValue,
Our Ongoing Portfolio Service
If you decide to opt for our ongoing managed portfolio service, you can rest assured that your adviser will regularly review your circumstances to make sure you are invested in the correct portfolio.
Furthermore, through our investment management committee and research team, each portfolio will be rebalanced quarterly to make sure they remain in line with their risk mandate. Our whole team will be managing your investments to help you ultimately achieve financial freedom.
To arrange a free initial consultation with one of our expert independent advisers, to learn more about our managed portfolio service get in touch today.
Managed Portfolio FAQs
Our managed portfolios are designed to suit you. This means it is tailored to your unique risk appetite and long-term financial plan. Furthermore, it is actively managed to ensure it remains suitable to your needs.
In our initial managed portfolio service assessment, we will ask you a range of questions to understand your risk appetite. However, we understand that life and your circumstances can change over time, which can then impact your risk appetite. If you feel your portfolio is taking on too much or too little risk, you can arrange a chat with our financial advisers at any time.
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