Our investment process uses the full resources of our experienced team ensuring that our decision making is shared among experts who collectively hold over 100 years of relevant experience. The Cowgill Holloway Investment Committee meet on a quarterly basis to review and analyse our full range of risk adjusted portfolios.Our unique approach enables us to:

• Select investment managers
• Monitor the portfolio against our clients investment objectives
• Review the investment managers to ensure they remain fit for purpose
• Regularly reappraise objectives

We are firm advocates that asset allocation is critical to the achievement of long term, consistent and above average performance. Fund selection is an important part of our process and we will not hesitate to sell a particular investment for reasons of under-performance. We also realise that “one size does not fit all”; for clients who want to have more input into investment selection or asset allocation we can build flexibility into our model to ensure they are comfortable with their individual portfolio of assets. A key part of our advice process is the close personal contact we develop with each of our clients and the high level of service provided on an on-going basis.

Committed to providing the right investment solutions for our clients, we understand that in some circumstances clients require the services of a discretionary fund manager (DFM). A DFM has a more active approach to asset management with the ability to react quickly to changing market conditions, buying and selling investments immediately without any paperwork. DFMs can also bring to bear more specialist investment research and knowledge and often access a greater diversity of investment options.  Working in partnership with advisers, to provide discretionary investment management solutions for our clients, our relationships are built on trust and mutual understanding between the two firms.

 

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