Portfolio management services
The ClearWise Investment discretionary portfolio service provides clients with the facility to hand over the responsibilities involved in the day-to-day management of their investments. Essentially we become a custodian of wealth in pursuit of client specific objectives and their expectations of us.
Irrespective of market conditions, in pursuit of absolute returns on investment, we provide clients with comfort in the knowledge that their assets remain positioned to capitalize on inefficiencies created by market movements.
Absolute returns on investment
We take time to identify the personal demands unique to each client under our care as we seek to deliver risk-adjusted returns on an absolute basis.
This approach to our discretionary service projects a level of expectation that serves as a benchmark towards sustaining client satisfaction.
Identifying objectives
Working closely with each client under our care we seek to identify a series of investment objectives in line an appropriate tolerance towards risk. Individual investment preferences and lifestyle goals form the basis by which our portfolio strategies are developed and how our investment decisions are made.
Whilst the ClearWise Investment discretionary portfolio services are intended to relieve client of the burdens associated to effective asset management, we conduct periodic reviews of client circumstances and make strategic alternations to the balance of assets where proven necessary.
Direct access to our expertise
As a ClearWise Investment client, unrestricted and direct access to a dedicated team of investment specialists provides clients with the ability to discuss investment performance, to gain an understanding of market conditions and to clarify and thoughts or questions that may be relative to their investments.
With direct and unrestricted access to to our dedicated team, clients have the ability to communicate on a personal level for complete transparency and peace of mind. We pride ourselves on developing and maintaining strong, personal relationships with clients and we believe that a drop-in anytime time policy works perfectly for both our clients and our investment team.
