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.
What is Discretionary Fund Management?
A discretionary fund management company manages your portfolio and makes changes to the fund strategy on your behalf.
KMG Investment Management was established to provide a discretionary fund management service for our clients not wishing to be involved with the day-to-day running of their portfolios.
There will be no fundamental changes to our rigorous standards and investment processes that we have always adhered to, however, we will now be able to diversify our fund selection considering low-cost funds, with good performance, thereby delivering greater total returns.
Why have Discretionary Fund Management?
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 – you!
If you are interested to hear more about the service then our team would be delighted to hear from you.