let’s summarise your choice:
YOU MUST MATCH CLIENT ATR TO AN INVESTMENT PORTFOLIO (FUND MANAGERS SELL TO YOU)
YOU MUST ENSURE VOLATILITY OF INVESTMENT PORTFOLIO IS APPROPRIATE AT ALL TIMES
YOU OWN ALL THE RISK IF CLIENT
COMPLAINS INTERESTS ARE NOT ALIGNED BETWEEN YOU
AND THE FUND MANAGER
THE RISKS ARE ON YOU
YOU MUST STILL MATCH CLIENT ATR TO AN INVESTMENT PORTFOLIO
WE MANAGE PORTFOLIOS TO THE SPECIFIC VOLATILITY TARGETS THAT DEFINE A CLIENT’S ATR
CURRENCY HEDGING ENSURES PORTFOLIO VOLATILITY REMAINS ALIGNED WITH CLIENT’S ATR
OUR INTERESTS ARE ALIGNED WITH YOU AND YOUR CLIENT
THE RISKS ARE MITIGATED
We can look after:
The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios
…so you can look after your own ROI:
Reduce your risk of client complaints. Organise your client bank. Increase your valuation.
join the tavistock revolution
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