We create bespoke portfolios designed to maximise the value of your clients’ invested assets. Both you and they have access to their portfolios via our secure Client Portal. This portal provides detailed information on the portfolios’ underlying securities, asset allocation, and investment performance. In addition to the Client Portal, you and your clients receive quarterly reports and have direct access to the fund manager responsible for managing their portfolios.
By taking away the day-to-day management of your clients’ investments, you can concentrate on the one thing that built your reputation – offering the best advice to your clients.