Often this could be a mixture of strategic asset allocation and discretionary fund management, appreciating that each individual circumstance is different. Being independent financial advisers means that we have no bias towards one investment solution.
Strategic Asset Allocation Service
The Metis Wealth investment committee meet on a quarterly basis to discuss the underlying investment strategies and ways in which we believe we can add value for our clients.
We will take you through a detailed risk analysis and build a bespoke portfolio to help match your tolerance for risk and capacity for loss. This can incorporate both active and passive fund management based on your personal requirements.
As part of our ongoing service we continue to monitor our clients' existing arrangements to ensure that they remain appropriate and are performing as expected. If we believe that there are more suitable options available to you in the current market we will look to bring these to your attention during our review process.