Tavistock PROFILESA PROFILE is a model portfolio targeting a specific level of risk
A PROFILE is a model portfolio targeting a specific level of risk
we cater for risk profiles 3-8 on a scale of 1-10
Risk levels: 3-8
Inception Date: 18th February 2008
DFM Fee: 0%
You can REQUEST a copy of our brochure HERE:
FOR more information on our PROFILES you can request a copy
of our Due Diligence Questionnaire HERE:
The value of investments held in the Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance. The Tavistock PROFILES are a white-labelled offering based on the DFM Portfolio Management Service provided by PB Financial Planning ; a trading style of Tavistock Private Client Limited, which is a wholly owned subsidiary of Tavistock Investments Plc. Tavistock Private Client is authorised and regulated by the Financial Conduct Authority. The PROFILE inception date is 18/02/08. All Tavistock PROFILE performance data up until 31/12/16 has been provided by PB Financial Planning. As of 01/01/17, all Tavistock PROFILES invest in a blend of the ACUMEN Portfolio range. All performance data thereafter is provided by Tavistock Wealth Limited. Source of data: PB Financial Planning, Tavistock Wealth Limited, Thomson Reuters and Lipper for Investment Management unless otherwise stated.
THE BENEFITS OF OUR PROPOSITION
We look after:
The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios
so you can look after your own ROI:
Reduce your risk of client complaints. Organise your client bank. Increase your valuation.
Join the Tavistock Revolution!