Managing Portfolios
It is important that the asset allocation remains on target. Rowan re-balances the asset allocation on a monthly basis. This has a number of significant advantages. Firstly, it ensures that the core risk profile remains intact. Secondly, that investment profits are taken by default and that pound cost averaging applies in buying underperforming asset classes. Finally it contrasts powerfully with many traditional investment managers whose portfolio reviews are frequently stock specific in nature and ad hoc in timing.
Valuations and statements are provided half-yearly and include a statement of performance against the agreed benchmark.
Our structured approach to investment management gives the ordinary investor the ability to achieve a genuinely focused and risk balanced portfolio which covers the entirety of their investments; onshore portfolios, PEPs, ISAs and pension funds.
In totality, the structured approach provides a level of service beyond that offered by simple product recommendation.
