Portfolio & investment strategy
The investment portfolio
We predominantly concentrate on collective investment vehicles such as:
- unit trusts
- Open-Ended Investment Companies (OEICs)
- investment trusts
- life assurance funds
- pension funds
We aim to simplify this huge market and select the most appropriate investment strategy for our clients.
The investment strategy
We work with clients to devise an investment strategy to meet their financial objectives. This service includes:
- discussion regarding client's objectives
- review of existing holdings
- ongoing analysis of funds
- advice on best direction for new investments
- updates of specific changes within the market or to particular funds
- regular monitoring of recommended investments and yearly review
Advisory service
The service is advisory, therefore clients are consulted and kept informed of all issues concerning their investment portfolio.
No investment decisions are made without prior consultation. This way our clients receive firm guidance while remaining part of the process.
Each portfolio is put together specifically for clients and we do not use model portfolios.
Our brochure
You can download our AIS brochure to find out more about our service.
Contact us
If you would more information on the service and how it works, please contact:
Maggie Lowe
tel:01483 407 143
email: Maggie Lowe
Mark Garnett
tel:01483 407 163
email: Mark Garnett
Important
Past performance is not an indication of future performance and the value of investments used by AIS can go down as well as up.
The above is provided for information purposes only and does not constitute professional individual advice. AIS may not be suitable for all investors.
