Working with us
Become a client
Becoming a client is straightforward.
From the start we work closely with you and your fellow trustees to understand your investment and funding requirements. Together we can build an investment strategy to help you fulfil your charity objectives.
As many of us are trustees ourselves we understand how important it is to provide support and guidance throughout your investment journey.
We understand there are many aspects you need to consider when trusting an investment manager with your assets.
Proven Investment Expertise
Our investment strategies are designed to meet your funding objectives over the long term. We have a proven track record in delivering returns in line with charity and pension mandates.
Highly Personal Service
We work closely with you and your advisers to understand your needs and objectives. We work in partnership with you to ensure you receive relevant information and remain confident that your investment strategy continues to be appropriate for your needs.
Credible and Straightforward
It is vital that a manager's credibility is more than just good performance. Our clients need a manager who passes investment selection on a number of levels.
We can offer you a portfolio review at no cost to assess whether your investments are likely to perform as expected.
Clear fees and charges
We have a transparent and competitive fee structure.
We are on hand to support you throughout your investment journey. We continue to offer you the type of personal service you expect from your Investment Manager.
We provide a comprehensive reporting package to include portfolio performance summary. You can also receive our latest investment commentary in our View from Psigma, our Real Charity blog and newsletter.