Sophisticated Investments

Portland Financial Management provide discretionary investment management in conjunction with our financial planning service.

This service is run by our Investment Team, using a proven and structured process to create and manage a series of portfolio models by asset allocation which are categorised by risk. Taking an enlightened and progressive stance, the performance of our models is consistently demonstrated by the results we achieve.

Discretionary Management

The importance of discretionary investment management cannot be overstated. This gives us the flexibility to respond to changes swiftly which would otherwise require your specific instruction.

It means we can ensure your portfolio does not become ‘out of balance’ and consequently suffer significant under-performance. Instead, we are able to act efficiently thanks to significant investment in in-house software systems.