Bespoke Investment Portfolio
We will build an investment portfolio that will match your risk-return profile, whether that be cautious, low, moderate, high or adventurous. These assets will be in either a Bespoke Investment portfolio or an actively managed equity portfolio.
A portfolio should be diversified to withstand the pressure of rough market conditions. Bespoke Investment portfolios are usually invested in three different asset classes, equities, fixed income and cash.
Our Bespoke Investment portfolios are designed to:
- Shield against a worst-case scenario.
- Produce strong cash flow from dividends.
- Have the potential for capital appreciation.
Our definition of a Bespoke Investment portfolio is directly correlated to the situation and need of each individual client. A portfolio, which is created for a young businesswoman might not be diversified enough for a retired army officer. As you can imagine the situation and needs, in this case, are likely to be dramatically different.