Investment portfolio management
However, as Peter Jarvis of Myers Asset Management explains, if you are willing to take a more structured approach to dealing with your money, good returns are still possible.
‘Despite the seemingly endless stream of bad news for savers, there are decent returns out there for people who know where to look. One such option is looking at portfolio management,’ says Peter.
Benefits of portfolio management
A portfolio management service ensures that your financial advisor gets to know you and your priorities, and keeps your portfolio focused upon achieving your objectives. With access to numerous resources and in-house research you can be assured that your investments are in good hands.
Features of a portfolio management service
- Personalised service – your financial advisor will work hard with you to build up a portfolio based on your specific personal circumstances, objectives and attitude to risk. A key feature of this active management approach is that your adviser can act quickly to changes in market conditions, unlike passive investments or trackers which just track an index. This is extremely important in turbulent market conditions as seen in recent years.
- Monitoring – an active approach enables the portfolio to be monitored and keep the ‘asset allocation’ (the proportion of the different asset classes in the portfolio) in line with your investment goals, objectives and risk profile. This is important as different assets grow at different rates and without close monitoring your portfolio can move away from where it needs to be.
- Investment research – in-house research provides the appropriate collective investment funds for use with clients, along with the asset allocations in accordance with your attitude to risk.
- Flexible investment solutions – portfolios can encompass a wide range of investments. They can be used alongside other savings vehicles such as ISAs, personal pensions (including SIPPs) and offshore bonds, depending upon your individual circumstances.
While investment returns are not guaranteed, an example of our typical portfolio for a medium risk investor would have returned 12.95 per cent (after our costs) over the last 12 months.*
*The value of any investments and any income from them can fall and you may get back less than you originally invested. This information is for illustrative purposes only and is not intended as investment advice.
For further information please contact Peter Jarvis at Myers Asset Management on 01782 557233 or email at firstname.lastname@example.org.
Myers Asset Management is an appointed representative of PHM Wealth Management Services LLP which is authorised and regulated by the Financial Conduct Authority. PHM Wealth Management Services in entered in the FCA Register under number 579336 which can be found at www.register.fca.org.uk.
PHM Wealth Management and Myers Asset Management are registered in England and Wales. Their respective registration numbers are OC372382 and 04345900. Both have the registered office address of Charlotte House, 536 Etruria Road, Basford, Newcastle-under-Lyme, Staffordshire ST5 0SX.
Please note that the information contained within this site is subject to the UK regulatory regime and is only aimed at clients based in the UK.