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. Typically these might include:

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 and specialist funds.

SIPPs (Self-Invested Pension Plan)

You may want to manage your investments through a Self-Invested Pension Plan (SIPP).

It takes valuable time to do this yourself, which is why we offer a SIPP management and advisory service, providing a soundboard for investment ideas and portfolio structuring and supporting you throughout the process.

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