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.
This series of short notes aims to clear up some often used terms and concepts in the investing world.
Read more
This series of short notes aims to clear up some often used terms and concepts in the investing world.
Read moreDon't hesitate to get in touch - we would be delighted to receive your call or email. For enquiries about our service, please use the contact form and one of the team will respond in due course.
Albion Strategic Consulting
Unit 7
The Boat Shed
Michael Browning Way
Exeter
EX2 8DD