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Creating an Investment Portfolio

What is an investment portfolio?

An investment portfolio is a collection of assets which is put together by professional fund managers and provides you with all the information you need to ensure your investment is considered carefully and thoroughly.

As every client is different, an investment portfolio can be tailored to ensure that every potential risk is considered. It also explains in detail the potential gain of that investment based on the personal and unique circumstances of each client and investment type.

How can Adroit Financial Planning help?

There are thousands of options when it comes to investing and it can be extremely difficult to understand and decide on the best option for you. Also, the investment market is ever changing.

Our job is to work with you and find the right balance of investments. Nearly all clients will need to keep some money in bank and building society deposits, to ensure there are funds for short term spending and any emergencies that may occur.

When we put investments in place for you, it’s important that we fully understand your objectives for any such sum and critically analyse the types of risk that you are prepared to accept to meet those objectives. We can also keep you fully informed of any changes in the investment market and how they affect you and your investment.

Where funds are identified as not being needed short term, we’ll explain to you clearly and simply the alternatives that are available to you and advise on an investment plan to best suit your needs. We’ll then recommend the right tailored portfolio for you. As we’re independent financial advisers, we’ll show no bias in deciding on the best investments for you.

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