What I Do – Discretionary Investment Management
In dealing with clients investments I believe that it is the duty of the investment professional to take on the responsibility of the day to day management of clients’ money. This removes the burden of the investor having to keep up to speed with the ever changing market conditions and worrying what this may bring.
After establishing a client’s financial needs , objectives and available assets I work with them to establish an agreed “game plan “ with a prescribed level of risk suitable to their circumstances .
I then take on the task of delivering on that plan to allow clients to achieve their financial goals without undue worry. The professional management of client’s affairs leaves them free to get on with their lives, safe in the knowledge their investments are being constantly monitored by a well-established and trusted organisation.
Clients can monitor performance on line and are provided with quarterly valuations and updates.
Investors are free to change their desired level of risk and investment plan at any time and can contribute and withdraw money from their portfolios freely. There are no lock in periods, minimum investments or prohibitive exit charges.
All investment strategies are straight forward, realistic, entirely visible and easy to follow. Constant attention is given to clients changing circumstances and needs and portfolios are modified accordingly.
Raymond James Cardiff manages only a select number of clients each of who receive 100% care and attention. Every client will deal directly with the Branch Principal who will regularly meet with them face to face.
The service goes beyond the normal 9 – 5 working hours and clients will have access to out of hour’s services, information and meetings