Financial Management (Scotland) Ltd

The Strategic Investment Process ^TM

This may form part of your LIFESTYLE PLAN ^TM within our Lifestyle Financial Planning Process ^TM. We are now well known for our Strategic Investment Process ^TM with many clients using this on a regular basis to manage and grow wealth.

All the investments we recommend will have been assessed to meet the criteria set by our Strategic Investment Process ^TM, which is designed with consistent performance in mind and is updated every quarter. We use a combination of your attitude to risk, model asset allocation* created by AKG Actuaries and careful selection of investments by analysing performance, volatility and risk to create an efficient investment portfolio.

*Model Asset allocation takes shape from the vast experience and knowledge of AKG Actuaries and calculates the most appropriate asset allocation suited to your attitude to risk. The model takes into account the time scales you have in mind e.g. medium (5-10 years) or long term (10 years plus).

Careful asset allocation is essential in creating an efficient investment portfolio. Different asset classes behave in different ways and their performance may alter in different economic climates. We spend time ensuring that your investments are diversified across asset classes and that the correlation between funds chosen ensures maximum potential growth over a period of time.

Your investments can fall as well as rise.

If you would like to take advantage of the Strategic Investment Process ^TM  please contact us by clicking here