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Introduction
Investing with us. Suited to you.
Investing with us
We care a great deal about the investment outcomes for our clients, and where our clients invest money can make a real difference to their financial success, especially over the long term. Every client is different and has an investment goal personal to them. Some require an income others want capital growth. Some clients want to take a higher level of risk others are very cautious and these differences, along with tax and the duration of investment, all have an impact on what we recommend to you. We are fully independent, and that means we can recommend any product or solution in the marketplace. |
What we don't do
We don’t ‘chase’ today’s popular fund, idea or strategy. Without solid, persistent evidence of long-term returns, we do not invest in such strategies as cryptocurrency, metals, or single company shares. We believe in long term, sound investing not gambling with clients’ funds.
Investing can be highly complex, but we stick to core, tried and tested principles, and ensure that clients understand what is being investing in, whilst trying where we can, to simplify your investment decisions.
Of course, there are no guarantees with investments, and there is always some risk, but this is continually monitored to be at a level you are comfortable with. Investments should also offer the flexibility and access that you require.
What we can say is that we care a great deal about the way that we invest clients’ money. Not only do we have a team of advisers with many years of experience, we also have an internal investment committee. We perform due diligence on any investments we recommend, we have a compliance officer who ensures we remain firmly within the guidance of our regulator. We employ an external consultancy company to ensure that the decisions being made are the best they can be.
Below are examples of some of the solutions that we use to meet client objectives.
The Albert Goodman Investment Portfolios
We are very proud of our AG Investment Portfolios. In summary, they are evidence-based investment solutions, giving access to highly diversified, low cost portfolios built to meet your requirements. We believe that for many clients this offers the best long-term investment returns for a given investment risk profile.
The performance of the portfolios has been very good, and we believe that they are extremely well placed to maximise returns in the future.
A Discretionary Fund Manager (DFM) Solution.
In some circumstances, it’s appropriate for us to introduce you to an investment manager to provide ongoing active management to a portfolio. This can be for a range of reasons, for example, capital gains tax management, or a particular income need. The manager can make changes at any time, to meet the mandate given to them, whether this is simply to maximise total return, or income, or something else. There can be a cost applicable to this service, which is always weighed up against the potential benefits.
The Albert Goodman Sustainable/ Ethical Portfolios
AG are committed to sustainability and we offer portfolios with Environment, Social and Governance tilts. These take an investment approach similar to our non ESG portfolios above in, but with a more sustainable approach. This means investing in companies with lower carbon emissions, better corporate governance, and better treatment of staff. This more sustainable, more ethical approach meets with our more sustainable goals as a firm, and is very popular with our clients.
Other Investments
There are times when other investment types are appropriate. Sometimes an existing investment is retained, as it remains appropriate. Other times they can be for a specific need, such as planning opportunities for Inheritance tax for example.
The breadth of experience, and range of specialisms offered by our team mean we are not limited in any way.
The value of your investments can go down as well as up, so you could get back less than you invested.
Did you know
We can also support you with your business needs
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