Strategic Asset Allocation Service
Our investment committee meets quarterly to discuss the underlying investment strategies and ways in which we believe we can add value for our clients. We will take you through a detailed risk analysis and build a bespoke portfolio to help match your tolerance for risk and capacity for loss. This can incorporate both active and passive fund management based on your personal requirements.
As part of our ongoing service, we continue to monitor our clients’ existing arrangements to ensure that they remain appropriate and are performing as expected. If we believe that there are more suitable options available to you in the current market, we will look to bring these to your attention during our review process, with no bias towards one investment solution.
Discretionary Fund Management
Where appropriate, our connections within the industry enable us to introduce you to a number of Discretionary Investment Managers. All firms recommended by Metis Wealth have been through our robust due diligence process, and our pricing power provides keenly negotiated charges for Metis Wealth clients.
We will continue to monitor the chosen manager to ensure they are executing the mandate set, and that returns are commensurate with the mandate and stand up to a comparison of their peers. We will also recommend any changes where necessary.
One of the Discretionary Investment solutions we will consider for our clients is provided by Metis Asset Management. You can find out more about this offering by clicking on the link below.Visit Metis Asset Management
The value of investments, and any income from them can go down as well as up. You may not get back as much as you put in.