Portfolio Management & Private Portfolios
Portfolio management or private portfolios
As part of our non aligned philosophy, the Cranfield Group uses portfolios that meet your needs as a client – not our own. Our private portfolio service is provided on a fee-only basis, ensuring that our advice is 100 percent impartial and unbiased. By using proven risk profiling tools and with each clients’ individual objectives and needs in mind, our investment advisors put together strategies and portfolios that move you towards your goals. Our investment philosophy is based upon strong academic and scientific knowledge, grounded in Modern Portfolio Theory on asset allocation’s influential role in high performing portfolios; strongly influenced by diversification strategies developed by Nobel Prize winning financial economists. Combining this with a dynamic asset allocation model that utilises both index based investments and an active approach. This active approach can protect your portfolio against structural market changes or catastrophic events and can also leverage an expanded investments opportunity set (beyond what is contained in the index). Carefully monitored, if our active approach does not provide a return above the index then it will be dropped – and we are proud to have delivered these above-index returns to date.
At the outset, we get a clear understanding of a client’s financial needs:
- Is the money invested for income, growth, or both?
- Is the money intended for retirement or another purpose?
- When do you intend to retire?
- Do you need to draw down money while you are still saving?
- What has your previous investment experience been?
- What are your expectations of investment returns?
We work with:
- Families
- High net worth individuals
- Trusts
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To discuss protecting or investing in your future.Latest From the Cranfield Group Blog
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Government and Bank Support during COVID-19
Whilst we suggest getting advice from your lawyer and/or accountant during the COVID-19 crisis here are a list of options you have: Employer Support/ Wage Subsidies The COVID-19 Wage Subsidy and Employer Support will be paid at a flat rate of:$585.80 for people...
Stay at home and flatten the curve
So as we get close to entering the second week of lock down most of us obeying the rules of staying at home and isolating within your bubbles. Not only will you save lives but will help us get out of level 4 quicker as opposed to it going on for months. It all started...
COVID 19 and Life Insurance
Life Insurance and COVID-19. If you have existing Life Insurance then yes you will have cover for Coronavirus or COVID-19 - if you die from COVID 19 then your policy will pay. Currently at the time of writing all insurers are still offering Life cover with no...