Risk Graded Portfolios
Investments can go down as well as up, meaning you may not get back the original amount you invested. This is why understanding your long-term needs and objectives is so important. Recognising this, our portfolios are risk graded. What this means is that our portfolio management services keep your investments at a level of risk that you are comfortable with. We will discuss your attitude to risk with you using risk profiling tools to help us select a portfolio you are comfortable with.
For example, for those who could not take the risk of a loss or would be 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.
We have a range of growth portfolios which are designed in a way to maximise returns at a level of risk acceptable to you. If you are looking for long term capital growth these portfolios may be appropriate.Contact Us