Why Use Our Planned Portfolio
The investment service that you might design for yourself. We believe the key to you being well served by your investment arrangements is a thorough understanding of your risk tolerances, expert construction of your investment portfolio and continuous monitoring. The Planned Portfolio Solution is designed to be expert, relevant to you, under constant review and providing regular feedback on performance and investment activity.
Our approach is designed to help us identify the right level of investment risk for you and to build and monitor a diversified portfolio of investment funds, that we expect will produce above average performance.
In 2002 we launched our highly successful Executive Portfolio Service (EPS) and by July 2007 our clients had committed over £36 million to management through the service. With the launch in 2008 of our portfolio funds, the “Nevis Funds”, we created The Planned Portfolio Solution as a way to improve upon and then replace the EPS.