Portfolio Management Service | Whitechurch Securities Limited | Redland, Bristol

Services Block

Portfolio Management Service


Defaqto_DFM_LogoOur Portfolio Management Service offers a range of managed investment strategies, specifically focused to meet the differing needs of clients.

Managed by our dedicated Investment Team, our Portfolio Management Service provides you with peace of mind that your investments are being monitored by qualified investment experts on a daily basis – vital in the present investment and regulatory climate.

Our Portfolio Management Service offers the following benefits:Dynamic_Planner_Logo

  • Active asset allocation

  • A rigorous fund selection process

  • Portfolio diversification

  • Ongoing fund monitoring

  • Portfolio invested in low-cost institutional share classes

  • Access to a wider range of fund managers

  • Reduced administration for advisers

  • A transparent portfolio structure

The strategies cover a range of investment objectives and risk profiles that can provide a solid and fundamental base for any client’s investment portfolio.

All portfolios are available for ISA or ISA transfers, stand-alone portfolios and the minimum investment amount is £3,000 lump sum or monthly deposits of £250 per month.

For full details of our Portfolio Management Service, including details on fees and charges please go to our Literature Library.