Risk and Reward

Calculating and understanding the downside potential of the investment an individual holds is a key responsibility of the financial adviser.

The volatility of a ‘balanced’ fund a few years ago may well look completely different today, effectively leaving an investor with a different portfolio to the one originally selected. A possible solution here is to use a mix of asset specific funds that are regularly reviewed and rebalanced allows tighter controls of ongoing risk.

We offer a comprehensive analysis and assessment service of existing portfolios, reporting on the historic, current, and prospective risk associated with the assets /funds held within it. We can advise and recommend if any changes are required to create outcomes that are in line with expectations and objectives.