Investment Manager's Report

When we receive from the Adviser the client profile requirements and amounts to invest into each segment, the Investment Manager will provide a report detailing the investment methodology and ethos, an illustration of the returns and volatility of a similarly constructed portfolio over the past twelve years together with a provisional portfolio of securities.

This report is designed to accompany a formal financial planning report or suitability letter. We include within our services standard financial planning recommendation templates which link logically to the Investment Manager’s Report.