 Portfolio Monitoring - Portfolio Management in the North East
Our Portfolio Monitoring service is available to all clients that live in the North East of England and ensures that your money
is being looked after by the top performing fund managers. The portfolio Monitoring service includes regular
6 monthly checks will ensure that your funds are being managed
by only the most successful Investment Companies – and
that your risk profile is the one that most suits
you.
Our unique Portfolio Monitoring Service is available to new clients or anyone presently
holding investments and includes the following services:-
Your own personal webpage detailing all of
your investments which
is upgraded as and when fund switches or changes are made to your investments.
This will allow you to view on a daily basis,
not only the value of your investments but the performance
of each individual fund.
6 monthly reviews of your portfolio with fund switch
recommendations if necessary
On going monitoring of your investments
and reporting to you if any urgent action should be taken
Eg an appropriate fund switch or a transfer to cash funds in volatile
market conditions
Our portfolio monitoring service is available for investors holding the following types of
plan
Bonds, ISAS, Unit Trusts, Pension Funds, Offshore Funds
What do we do?
Firstly, we will check to see that your investments
still match your attitude to risk by assessing your risk profile.
There are five main areas being:-
No risk to capital, Low
risk, Medium
risk, High risk, Very High risk
You really should take time to make sure you choose the one
that most suits you and your investment objectives. You can
if you wish choose more than one area, eg 50% Low risk, 50% High risk.
Then we will carefully select the types of investment that most
match your risk profile and recommend fund managers and funds
which we believe are the most suitable for
you.
Details of your holdings are then placed on your webpage for you to
view and are also monitored by your investment adviser
Your investments are then reviewed every 6 months when
some fund switching may be recommended
Ongoing portfolio monitoring will ensure that your investments
are performing up to expectations thus maximising
the growth potential of your funds.
Our charges for this service are as follows:-
£8.50 per month or £95 per year total portfolio
up to £150,000
£12.50 per month or £142 per year up to £300,000
£16.00 per month or £182 per year up to £500,000
£19.50 per month or £222 per year over £500,000
Past Performance is not a guide to future performance. You may not get back the full amount invested.
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