CHARITIES & TRUSTS
HOW WE CAN HELP YOU
Please see below how we can help you.
We can review the performance of your funds and discuss your charitable goals and activities with you so that we understand fully your need for income versus your desire to protect and grow your assets. Having done that we can then:
- draw up a clearly defined investment policy statement
- manage your investment portfolio to meet your goals on a low-cost platform
- meet with the trustees on a regular basis to review progress and any rebalancing recommendations
WE AIM TO GIVE YOU SECURITY, PEACE OF MIND AND A SENSE OF DIRECTION