Investment Portfolio Review

Are you taking on unnecessary risk?

Risk is highly subjective and whilst you may be happy with the mix of your investments, do you actually know what levels of risk you are taking?

A significant proportion of investors classify their appetite for investment risk as “balanced”, but there are many different views on what a balanced portfolio should include. This means that you could be far more exposed to investment risk than you realise, or indeed would like.

If you want to know how your current investment portfolio is invested, and what level of risk you are exposed to, fill in your details below, call us on (+)44 203 327 5450, or email us businessdevelopment@psigma.com and we will help review your portfolio.

How does it work?

You complete the contact form below.

You complete the contact form below.

Please complete the form below and provide us with a few basic details, and we will contact you within one business day to discuss conducting a no obligation Investment Portfolio Review.

We assess your investment risk appetite.

We assess your investment risk appetite.

In order to help you assess your current levels of investment risk, we will undertake a brief assessment of your investment requirements and current financial situation. This includes an understanding of your current investment allocation, your appetite to risk and capacity for loss.

We provide a comprehensive review of your investment portfolio.

We provide a comprehensive review of your investment portfolio.

Once we have made the assessment of your investment requirements and current financial situation, we will perform the Investment Portfolio Review. After the review we will share our findings with you, and you then decide whether you want to discuss your investments or investment goals further, or conclude the Investment Portfolio Review.

Psigma’s offer of a no obligation investment portfolio review is intended for private investors who have an existing investment portfolio and who wish to understand more clearly their current exposure to risk. This offer is also open to advisers on behalf of their clients, trustees and institutions who may find themselves wanting to complete a review of their existing investment strategy composition. In all cases, please provide us with a few contact details and we will return to you within 24 hours.

What is an Investment Portfolio Review?

Your Investment Portfolio Review will provide you with an assessment of your existing investment strategy. Our Investment Managers will analyse your valuation documents and provide feedback on how you are invested and what level of risk you are currently exposed to.

The question you need to ask yourself is whether your investment portfolio's current risk level is genuinely aligned with the risk you feel comfortable with, or whether, particularly after a long period of positive returns from asset markets, your portfolio is exposing you to too much risk.

Thomas Becket Psigma Chief Investment Officer

Why Psigma?

Performance.

Performance.

A strong risk-adjusted performance track record.

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Transparency.

Transparency.

A clean fee structure with no commission charges.

Suitability.

Suitability.

A suitability assessment is carried out annually to ensure your investments remain in line with your objectives.

Choice.

Choice.

Flexibility to make income withdrawals on an ad hoc, monthly, quarterly or annual basis.

Service and support.

Service and support.

Dedicated team with 24-hour online access to our secure customer portal.

Communication.

Communication.

Quarterly valuations, tax packs and regular market updates.

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By completing a Portfolio Review Request you are agreeing for Psigma to contact you to discuss your investment needs. We will retain information in respect of the services for which you request information. We will only keep your personal data for as long as we need to in order to fulfil the purposes for which it was collected, as set out in this Privacy Policy, and for as long as we are required to keep it by law.  Please read our full privacy policy here.

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