Private Client Investment Management
A longer term approach
Understanding your investment objectives is key to being able to manage your investments.
Our generally longer term approach to investing has seen us become the investment manager of many of our clients’ combined family investments, as they tend to regard the safeguarding of their wealth for future generations as a key consideration. This has also led us to focussing on straightforward discretionary portfolio management, where we avoid investing client assets in overly complicated products.
Our discretionary portfolio management service is built primarily around a selection of individual stocks, bonds and funds designed to meet a client’s individual investment requirements. Once objectives and risk profiles are established, we then construct the portfolio. At JM Finn & Co we typically combine a top-down, macro-economic view of the world with bottom-up stock selection based on fundamental analysis.
Your capacity for risk
We recognise that our services are part of the wider picture of your personal and financial circumstances and requirements. We therefore strongly encourage you to consider seeking specialist advice from a specialist financial advisory firm to help you assess your capacity to accept risk before you specify your investment requirements to us. We would of course be delighted to introduce you to our team of Wealth Planners to assist you in this area.
What you can expect as a client of JM Finn & Co
Thanks to an in-house administration and custody service, we are well placed to put an emphasis on delivering exceptional client service and look to develop a personal relationship with our clients, so that we become one of their trusted and valued professional advisers. As a client of JM Finn & Co, you can expect:
- A personal relationship
- A high quality client experience
- Regular communication
Don't just take our word for it. We asked our clients their views on the service they received and 97% had trust and confidence in the individual who acts as their investment manager. To find out more click here.
''Personal contact is still important in a technologically advancing world''
client of JM Finn & Co
Contact us to find out how to become a client of JM Finn & Co.