why active management?

A&J’s Investment Committee design risk-weighted portfolios and meet weekly to agree the composition.

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We scrutinise market conditions to determine our favoured asset classes / sectors and our various portfolios are weighted accordingly. 

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Meticulous analysis is conducted to determine what we consider to be the ‘best of breed’ funds, focusing on volatility / performance / stock holdings / management structure / risk parameters and many other variables.

​Clients are invested based on their financial aspirations, attitude to risk, lifecycle and current asset allocation, which we determine in our initial and ongoing discussions.

Whether you are investing for the medium or long term, we can establish an investment strategy to reflect your attitude to risk and work to achieve your objectives with a focus on diversification and lower volatility.

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With our Gold and Platinum Service Levels you will receive:

Quarterly or half-yearly reviews

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All year round availability to a dedicated financial adviser

Fund recommendations and free switching

Market commentary

Ongoing technical support

Our Inside Track Newsletter subscription

Retirement income mapping

The ability to monitor performance online

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Advice around utilising your tax allowances

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I would like to speak to an A&J Wealth Management Adviser about Active Portfolio Management