Creating investment portfolios suited to your requirements

Creating investment portfolios suited to your requirements

Bespoke Portfolios

We meet your precise requirements with intelligently managed investment portfolios

Discretionary Portfolios

Each investor has a different attitude to risk. We listen to what you want to achieve and how you want to achieve it and then tailor your portfolio accordingly.

Typically, our portfolios consist of direct investment in equities quoted on the UK Main Market, AIM and international markets.

These portfolios are suitable for General Investments Accounts, ISAs and SIPPs (Self-Invested Pension Plan).

Available on most major Platforms as well as through our appointed custodian.

 

Contact Stephen or Chris for advice on building a suitable portfolio

To contact Fundamental Asset Management email us or call +44 (0)1923 713 890