Ashcourt Rowan Asset Management Limited
If your clients' aims are to invest for income or growth, but your client prefers not to be involved in making detailed, complex decisions on a regular basis, then the Managed Portfolio Service may be ideal. We have a range of investment portfolios to offer – each with specific objectives in mind, and reflecting a certain approach to risk.
Investment management can be onerous, with informed decisions needed around considerations such as asset allocation, geographic exposure and investment concentration. Also, the need to screen and select from a widely varied menu of funds and management styles adds to the burden.
The Managed Portfolio Service allows your clients to delegate discretion for these decisions to our experienced team of Investment Managers. This releases you and your clients from the need to constantly review their investment portfolio in light of market conditions. To make it even more convenient, our regular reports and the online Client Log-in, provide you and your clients with an easy way to follow our progress on their behalf.