The Process
The construction and management of your investment portfolio involves the following steps:
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Setting out your objective(s)
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Assessing your risk profile
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Allocating your funds across a range of different asset classes
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Selecting suitable investments by asset class
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Purchasing your investments
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Measuring performance
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Rebalancing the portfolio
Argent offers advice at each stage of the process and on a continuing basis. Asset allocation is kept closely under review as this lies at the heart of whether Argent’s portfolios out-perform or under-perform the set objectives or, indeed, any other companies’ portfolios in the equivalent risk category. We also measure the performance of the specific funds we select on your behalf against the benchmark return of funds in the relevant fund sector(s).
Our clients' needs and expectations have been the focus for our service standards from the very start. Most recently this has manifested itself in our Fully Managed service. To find out more please click the link below...........
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