Investment Portfolio Review

Why the portfolio review is a critical part of your investment strategy.

We often speak with investors who are concerned about short-term market fluctuations and how the value of their investment portfolios have been, or may be, affected as a result. Smaller movements happen on a daily basis and monitoring your portfolio as often as this will not give you a fair indication of how your portfolio might perform in the long-run.

After all, investing is a long-term activity and should be viewed as such. A better way to assess your portfolio is to have an in-depth review once or twice a year under the guidance of a professional Investment Manager such as Psigma.

Download Insights – Why the portfolio review is a critical part of your investment strategy

Or simply complete the below form and we will contact you within one business day to discuss conducting a no obligation 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 one business day.

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.

How does it work?

You complete the contact form below.

You complete the contact form below.

Please complete the form above 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.

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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