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This is the process of creating and maintaining an investment strategy that is designed to deliver a specific objective by a specific date.
It involves selecting a mix of assets; cash, bonds, equities, property, commodities and alternative investments that aim to generate the required return.
Truestone can also recommend who they believe are the most effective providers or managers for each type of asset. This will change through time as markets move and issues such as growing capital or protecting capital take on more importance. Having set up the investment portfolio they will then advise on how the asset mix should evolve across time.
Find out more by calling John Breen on:
0845 362 8425
or email john.breen@truestone.co.uk |
