Your CLIENTS receive:

• Compliant Discretionary Portfolio Management, proactively managed according to the prevailing economic conditions
• Professional service from a dedicated team of managers, analysts and administrators
• Discretionary Portfolio Management for the same cost as many Unit Trusts/OEICS
• Individual transaction reports with decision rationale as appropriate and half yearly/annual statements
• The option to take income, re-invest income, or a combination of both
• Online access to view their portfolio at anytime from anywhere in the world

YOU achieve:

• Selection from a comprehensive range of risk-profiled, discretionary managed services covering all the major asset classes, based on YOUR advice
• Adviser Agreed Remuneration, paid to you in a timely manner
• Peace of mind in the knowledge that your clients investments are being actively managed via an extremely thorough quantitative and qualitative research process that is ongoing
• Copies of all Individual transaction reports with decision rationale as appropriate and half yearly statements
• Access to our team of managers, analysts and administrators

We pride ourselves on the quality of our administration, personal service and our friendly but professional attitude. If there is any further information you require, please don't hesitate to get in contact with us.