Managing an investment portfolio is a complex process that requires rigorous research and continuous monitoring. One of the investment solutions we offer is our Portfolio Advisory Service (PAS). This is an internal service designed to address these issues, whilst providing high-quality investment portfolio advice to clients who wish for a more informed and controlled approach to portfolio management.
Clients will be informed of any suggested alterations to their portfolio holdings and construction and will be required to authorise these changes after a detailed reasoning has been presented to them.
We offer a range of portfolios dependent upon the client’s appetite to investment risk and ongoing objectives.
The Charlton Wealth Management Portfolio Advisory Service is not suitable for all investors needs and on this basis is by invitation only.