Risk graded, managed investment portfolios
The development of 'open architecture' in retail investment markets giving access to a wide range of fund managers via 'platform and wrap providers' allows specialist wealth management Financial Planning consultancies to offer clients a level of access to investment markets and funds previously available only to very large investment portfolios. The Internet has been a major contributor to this change.
AWA Wealth Management is at the forefront of bringing the benefit of these developments to our clients.
Researching and developing for clients a range of risk-graded investment portfolios, AWA is helping our clients meet their individual objectives for income and/or growth over the medium to long term.
After completion of a risk-profiling questionnaire we will calculate and agree with you
- your attitude to risk, and
- the appropriate risk graded portfolio.
The AWA Portfolios are designed for use within collective wrappers such as Personal Pensions, ISA/PEPs, OEIC/Unit Trusts and Investment Bonds.
Every client investment within theService is subject to quarterly review as detailed in the AWA Risk Managed Portfolio Service Client Agreement.
Past performance is not a guarantee of future returns. The value of investments and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind that for funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment.