Ongoing Investment Management

Investment management is the process of overseeing your investments to ensure that your financial plan stays on track.
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What is Ongoing Investment Management?

The goal is to maximise returns while minimising risks, and this involves a number of different activities, including asset allocation, portfolio optimisation and risk management.

Ongoing investment management is crucial to ensure that an investment portfolio remains aligned with your financial goals and attitude to investment risk. This includes regularly reviewing investment performance, rebalancing asset allocation, and adjusting investments if required.

what are the benefits?

Improved Performance

Ongoing investment management helps to improve the performance of an investment portfolio by identifying and adjusting poorly performing investments. This can help to minimise losses and maximise returns.

Reduced Risk

Proper management can help to reduce the risks associated with investing. By regularly monitoring your portfolio, we can identify and mitigate risks before they become major issues.

Cost Savings

We can help to minimise charges and reduce the overall fees associated with investment management by finding the most competitive investments available.

Simplified Process

Ongoing investment management provides a simplified investment process. You can trust that your investments are being monitored and adjusted as needed, without having to spend significant time and effort on managing your portfolio.

Tailored to Your Needs

We tailor our management to your specific financial goals, attitude to investment risk and capacity for loss. We can adjust your portfolio as your financial situation changes over time, making sure that your investments are always aligned with your objectives and risk tolerance.

“I am very happy with the service and my returns so far.”

Research shows that working with a financial adviser can increase your portfolio performance by 3%*.
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H Greenwood
Client since 2021

Get Ongoing Investment Management

Ongoing investment management is a crucial part of a successful investment strategy. It helps to improve investment performance, reduce risks, save costs, simplify the investment process, and tailor investments to your needs.

If you're interested in having your investments actively managed on an ongoing basis, it's important to work with a financial planner that you trust.

We manage the investments of over 600 people in the North East, across our Durham and South Shields offices.

If you would like to know more about the ongoing management services that we offer, get in touch with us today.
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