The Almary Green Risk Graded Portfolio Service

This service is aimed at the small to medium investor and provides proactive fund management at a cost that makes it accessible to most investors.  With this service, your investment is placed into one of six model portfolios, each matching a specific risk profile, ranging from cautious to adventurous.  The portfolios are rebalanced on a quarterly basis (or more frequently if there are significant changes in the market), within the parameters of your attitude to risk.

Prior to making your investment, we will carry out a detailed ‘behavioural risk assessment’ which closely examines how you feel about your investments, your aspirations and goals and, critically, how you would feel about losing money.  This is done by sitting down together and working through a detailed questionnaire.  From your responses we calculate your Risk Profile Grading, which can then be matched to a suitable investment portfolio. 

Key Benefits of this service:

• It’s not a question of all or nothing.  It is perfectly feasible to divide your investment pot between traditional investment vehicles and this new service.
• You will retain control of your investments at a high level, but day-to-day decisions are made by the investment manager.  The investment managers are experts in their field and the risk grading allocation will ensure that all investments made are aligned with your wishes and your attitude to risk.
• We will continue to look out for your financial well-being.  We will make all the arrangements necessary to place your investments and, once your portfolio has been set up, we will keep you updated on its performance.

Contact us to find out more about the Risk Graded Portfolio Service.