You can build your own portfolio or leave it to the experts.
We provide
you with a number of methods for CREATING
YOUR
PORTFOLIO, from market timing, pound/Euro
cost-averaging,
diversification principles, active fund
selection, cost-effective purchasing,
the 'fund of funds'
concept, and hedge
funds to increase returns and reduce
ones overall portfolio risk.
For placement of our popular,
tax-efficient
PERSONAL PORTFOLIO BONDS, we are
linked to the best in the offshore market:
Prestige [OPTIMA] Monaco - TRADING PLATFORM
Generali - PROFESSIONAL PORTFOLIO BOND
Friends Provident - RESERVE BOND
Skandia - EXECUTIVE INVESTMENT BOND
Canada Life - DELTA BOND
Hansard(for US clients), Swiss Life, SLI etc.
Whilst placing your tax-effiecient offshore Bond with one of the above Life-Providers,
you can create[or we can do it for you!] your Portfolio from our approved SELECT
STRATEGY FUNDs. By emailing us with your requirements, [Design Portfolio]
we can create your Portfolio for you. We are experienced, and if you need our
help - we can do it for you. We can build you a STRATEGY of DIVERSIFICATION
for you to take advantage of any level of market entry, whether you
are feeling cautious, or are the more adventurous investor.
We have
selected certain specialist Managers, Products and Funds that have achieved higher historical returns
with lower volatility.
This is the benefit of
Alternative
Investments. They tend to have
much lower Beta's than typical higher-risk Equity, or market related funds. Even
the GROWTH funds have low 'sigmas'.
The CSI-Select Classes
are:
INSTITUTIONAL PURCHASING POWER
We deal only with the best and biggest Institutions as they have pre-established
institutional discounts to enable portfolio managers to trade cost-efficiently.