Tankard Wealth’s Managed Portfolio Service is our flagship proposition that aims to deliver an unparalleled commitment to the ongoing management of your investment portfolio. This service provides active management and regular quarterly reviews of your investments throughout the year, together with an Annual Portfolio Report that will be discussed with you.
You will be assigned a dedicated Investment Manager who will meet with you quarterly for your portfolio updates and if required, a rebalancing to ensure your portfolio remains in line with your risk profile. Importantly, market sentiment or risk changes can have profound effects on your portfolio if not regularly managed, which is why whilst Tankard Wealth is committed to periodical meetings, we appreciate that the markets do not perform quarterly, and so we stand ready to rebalance if we forecast an imminent change in the markets.
Keeping our clients in touch with their money is of paramount importance to us, so being a member of our Managed Portfolio Service means that our clients get an ongoing and proactive management when it comes to how their investments are looked after.
Whether you are investing for your retirement or simply looking for tax efficient growth, our active management service means that you will always know what your money is doing.
The Managed Portfolio Service gives you a series of benefits including;
Dedicated Investment Manager who understands your circumstances for a personalised service
Access to investment specialists for your Portfolio
Investment and pension valuations provided on request or online if available
Dedicated telephone support for ongoing service
Annual Portfolio Report and Quarterly meetings with your Investment Manager
Regular market commentary from Tankard Wealth
Cash Flow Projections for your Retirement Income
Annual Tax review on maximising your ISA, Pension and other Tax Allowances to maximise your investments every year
Portfolio rebalancing in line with your attitude to risk
As a M.P.S client at Tankard Wealth, your dedicated Investment Manager will guide you every step of the way in creating a bespoke solution for your financial portfolio, and be there to ensure that the beginning and ongoing support of your portfolio is managed correctly. In developing personalised advice, we ascertain your immediate and future requirements whilst taking note of growth and inflation factors as part of your financial aims.
Your Investment Manager is available via telephone, email as well as regular meetings to keep you up to speed on your portfolio. With the continual monitoring of your portfolio and a year-round working relationship we can ensure that your investments remain suitably in line with your aims and the frequent changes that life can often bring us.
With an Annual Portfolio Report showing all of your investments and the underlying breakdown of those investments, you will always know where your money is and what it is doing. The Managed Portfolio Service offers exceptional service with a transparent management fee based on the value of your investments for the ongoing active management of your portfolio.
Our Investment Managers consider your portfolio’s return to be a priority, and more importantly is the active risk management of the portfolio which aims to mitigate market pressure when required and deliver stable performance based on your personal circumstances throughout your investment’s lifetime.