From research based on thousands and thousands of
investors, it has been unequivocally determined that the major cause
for their disappointment is the divide between promises and the actual
delivery of tangible and sustainable investment returns. The sheer numbers
of portfolio managers, each stating their unique investment management
strategy and each showing glowing performance, is overwhelming even
for the dedicated and tireless investment researcher.
How it that each can claim superiority over others and what is is it that gives them this monopoly on insight, knowledge, technique and strategy? The answer is simple: they don't, but you could be forgiven for believing it. Undoubtedly, there are good investment managers and not so good investment managers, but you can be sure of one thing they don't all reside in one institution.
As the saying goes, "there are lies, damn lies and statistics"
and every institution worth its marketing "salt" has machinery
in place to make their performance look better than it is. Even when
you find a good performer, does it last? When fund managers move, as
they do frequently, do you move with them? For most the answer to these
questions is an emphatic no. So where does this leave the investor in
need of professional investment management?
As a professional independent brokerage we help you separate historic
marketing performance from reality, which leaves you in a better position
to evaluate your options. The structure of your portfolio should be
regularly evaluated in terms of your need to balance liquidity, income
and growth as time progresses and your needs change.
Evaluation of risk, in its fullest sense, is at the centre of our strategy
when advising clients on any particular investment portfolio and this
is combined with an unbiased clinical assessment of fund managers. Understanding
the underlying mechanics of the markets is crucial in any assessment
of a fund manager and at Belgravia Intervest Group we take care to ensure you fully
understand the reality and accordingly, your options.
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