Alpha Manager Managed Portfolios
We offer a full range of managed portfolios that we review and adjust every three months. We offer these portfolios via a low cost SIPP, ISA and Investment Account. You can invest new funds or transfer your existing pensions, ISAs or investment accounts with no initial charge for transferring. We search the globe to find exceptional investment managers to work for you. As we feel the most gifted talent cannot be found in one firm.
Every three months we will:
- Review over 10,000 funds and assess the quality, performance and cost.
- Filter funds with support from the Morning Star Analyst Rating, FE fundinfo Alpha Manager and Crown Fund Rating, to ensure you continue to be invested in high quality funds.
- Rebalance the asset allocation of your portfolio to make sure it is aligned with the investment risk profile that you have chosen.
- Adjust your portfolio without you having to lift and finger, leaving you to enjoy the fun parts of life.