What Is Involved
The Planned Portfolio Solution aims to:
- Correctly identify and agree with you your attitude to investment risk
- Recommend a portfolio of investment funds with a profile that matches your attitude to risk
- Hold all or at least the core of that portfolio through our “Nevis Portfolio Funds” for maximum tax and investment efficiency.
- Create portfolios through a three stage process of:
- asset allocation benchmarks
- quarterly asset allocation reviews
- quarterly fund selection reviews
- Constantly monitor fund manager changes and other factors that may require asset allocation and funds to be reviewed outside the quarterly review process
- Make timely changes to the portfolio to reflect our views on asset allocation and fund selection
- Provide a quarterly report and valuation of your portfolio advising you what changes have taken place and why.