- the creation of a set of risk adjusted investment portfolios - typically : cautious - balanced - growth and adventurous growth
- detailed market research
- pro-active investment strategies and asset allocation
- fund and security selection
- risk management
- performance monitoring and review detailed reporting
The dfm market place
We have completed extensive due diligence during the past several years within the discretionary fund management (dfm) market place and have selected dfm managers that we believe offer exceptional service , track records , compliance and IT infrastructure for the benefit of our clients.
The selected firms are considered 'tier 1 providers' and we are extremely proud to have them on our panel of preferred dfm managers.
Each of our partner dfm's TAM International - City Financial and Momentum Harmony provide a robust investment service