Once an investment plan is approved, we implement the investments and monitor the portfolio on an ongoing basis. If you require regular income from the portfolio, we structure your portfolio to meet these needs and arrange regular payments to your bank account.
We ensure your portfolio remains appropriately structured as investment markets and your objectives and situation changes.
Monitoring occurs at a number of levels. First, we ensure the portfolio remains in line with our recommended asset allocation weightings. When the allocation moves beyond our set ranges, we will recommend steps to bring the portfolio back into line.
Next, we keep a watching brief on the individual investments in the portfolio. If they become unsuitable because of poor future prospects or changes in investment managers for example, we recommend appropriate changes.
We help provide the discipline and impartiality that is often lacking when investors try to manage their investments themselves, and provide regular reports so you can easily judge the performance of your portfolio.