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Strategic Wealth Management

1 East Point
Seal
Kent
TN15 0EG

T: 01732 760000

F: 01732 763816

E: info@strategic.uk.net




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Portfolio Management

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Our market leading position allows us to provide a cost effective investment solution with the input from external experts in the areas of risk profiling, asset allocation and fund selection.

Investors who understand the relationship between risk and reward recognise that in order to have 'a successful investment experience' they should:

        • Spread (diversify) their investments to reduce risk.
        • Avoid unnecessary investment costs.
        • Understand the power of time and compounding.
        • Keep their emotions in check when markets move against them.

Risk profiling allows us to understand our clients tolerance to investment volatility and to apply our risk adjusted portfolios as part of their investment planning. Portfolios are then reviewed periodically and rebalanced as part of the investment services that we provide.

Portfolios are implemented using our Wealth Management Account, which is an 'open architecture' service that provides access to a virtually unlimited range of collective investment funds across all the main tax structures, ISA, pension, etc. Funds are normally purchased on institutional terms, removing some of the additional expenses that are a feature of retail investment markets.

'Investment and speculation are said to be two different things and the prudent man is advised to engage in one and avoid the other'. Fred Schwed (1996)

To find out more about our investment philosophy please contact us.

 

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Strategic Wealth Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 137472