Alpha Portfolio Service Brochure
We offer a range of services that suit all types of investor. Whether you would like to keep ultimate control of the decision making or are happy to leave it to us, we have the expertise to administer and manage your assets to achieve the best long-term results. Alpha Portfolio Management (Alpha) offers a range of risk-based investment services, combining extensive research, with a rigorous investment process.
We will advise and manage your portfolio paying attention to your investment needs and circumstances. We will consider time horizons, attitude to risk, investment objectives and tax status.
Our expertise spans a broad universe of investments including direct equities, Gilts and fixed interest, unit trusts, Open-Ended Investment Companies (OEICs), investment trusts, investment companies, Exchanged Traded Funds (ETFs) and structured products.
Alpha specialises in providing discretionary portfolio management to clients of financial advisers.
The service is designed to work in partnership with the financial adviser’s overall wealth management proposition, freeing up time and removing the need for the client or adviser to make investment decisions.
The service allows advisers to outsource the management of a portfolio whilst retaining a direct relationship with the client and responsibility for suitability and appropriateness.
As discretionary managers, the investment team builds and manages a client’s portfolio to a mandate agreed between the client and their adviser, taking into account their investment objective and risk profile.
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