Helping you make the best
We start from the belief that effective financial planning is far more complex than simply arranging individual products.
Discretionary Fund Management
KMG Investment Management Limited was launched in 2014 and is our discretionary fund management service. This means as a company we can manage your portfolio and make changes to the fund strategy on your behalf and for our clients not wishing to be involved with the day-to-day running of their portfolios.
There are no fundamental changes to our rigorous standards and investment processes that we have always adhered to. However, we are able to be much more flexible and make changes at far greater pace when needed.
For those participating in discretionary services you have the assurance that your portfolio is reviewed weekly if not daily to consider markets and strategy. We have an investment committee that review changes and make decisions on funds and allocation which convenes monthly. We continuously assess the various economic factors that can affect the portfolios and the impact to you. Should something dramatic happen we would call emergency meetings to address changes to your funds.
By appointing KMG Investment Management to manage your portfolio, you can benefit from a more efficient service, save time and reduce the amount of paperwork you receive. You will continue to receive the same service levels you have come to expect from us. We will be able to spend less time on administration when we meet you and more time discussing what is important to you.
If you are interested to hear more about the service, then our team would be delighted to hear from you.