We help them to understand and feel comfortable with the portfolios we build together, based on their preferences. We ensure that a robust ongoing governance process is put in place to monitor and maintain this programme over time. Helping our clients to communicate their approach to their clients with plain-speaking collateral and regular educative notes is an integral part of our service.
The result is a deep understanding and conviction in the investment portfolios our client firms recommend to their clients, a high likelihood that their clients will have a successful investment experience, and an efficient in-house solution that they can easily monitor and control.
We are unashamedly focused on implementing an investment process that puts the latest investment theory and evidence at its core. Doing a few things exceptionally well - with discipline and focus - works, as the Albion Community track record testifies.
Albion – working with a small group of forward-thinking UK financial planning firms – pioneered the use of disciplined, market risk factor-based, low-cost model portfolios way back in the mid- 2000s, long before they became more mainstream. We call this Systematic Investing.
At Albion we like to keep things as simple as possible. We offer a single comprehensive start-to-finish investment proposition service - smartersuccess™ - rather than a matrix of options.
Don't hesitate to get in touch - we would be delighted to receive your call or email.
Albion Strategic Consulting
Unit 7
The Boat Shed
Michael Browning Way
Exeter
EX2 8DD
