Boolers Discretionary Investment Management - For those who have neither the time nor inclination to manage their investments
The world continues to move at a fast pace and financial markets are no exception to this. The need to monitor investments regularly cannot be underestimated and our Discretionary Investment Management service enables us to react quickly to any changes in the global financial markets, economies or asset classes.
We have model investment portfolios which are risk rated and can be invested for capital growth, income, or a combination of the two. Our Investment Committee follows an active investment management style, aiming to outperform relevant benchmarks, rather than merely following a certain index up or down, in a passive manner.
Before we invest any of your money it is essential that we have a thorough understanding of your expectations of investment risk and return. Your Financial Planner will establish what your aims and objectives are for your investments, before our Investment Team produce a personalised investment proposal.
Due to the number of holdings within our discretionary portfolios, and in order to avoid over diversification, there is a minimum investment of £100,000 for this service.
Experience
Boolers has been providing discretionary investment management services throughout Leicester and successfully managing client money for over 30 years. Each of our Investment Managers has over 20 years’ financial services experience and holds specialist investment qualifications.
Independent Thinking
You will be dealing with one of the largest independently owned Chartered Financial Planning firms and can take comfort that we are not subject to any external influences when considering investment opportunities.
Personal Relationships
Putting you first is core to our culture and annual face to face meetings enable us to provide a client focused approach. You will have access to a named Financial Planner, Investment Manager and our Investment Support team. By combining advice and management functions in house you benefit from a cohesive strategy for your wealth management.
If you are looking for discretionary investment management services in Leicester, contact Boolers today and one of our financial advisers will be available to discuss your circumstances and provide you will investment advice based on your expectations of investment risk and return.