01582 461588
01635 521444
Harpenden:   Newbury:
01582 461588   01635 521444
Independent Financial Advisers and Investment Managers
Investment Services

Discretionary Portfolio Management Service

This service offers an effective solution for clients who have a larger portfolio and wish to have a genuinely bespoke asset allocation containing not only unit trusts and OEICS, but also investment trusts, individual UK equities and fixed interest stocks.

Once your investment aims and attitude to risk have been established through a process of discussion with your AMR adviser, we will provide an investment proposal to show the sort of portfolio holdings we would recommend for you; this forming the basis of the portfolio that we will construct and manage for you.

The holdings are monitored and fine-tuned on an on-going basis as AMR’s view of the macroeconomic and geopolitical backdrop changes.  Of course, the investment aims of the portfolio can change as your own requirements change.

AMR’s experienced investment team draws on a range of research resources to form its view, incorporating up to the minute market information, broker research from leading investment houses, and fund manager meetings.  AMR’s independence means that the team is not obliged to follow the views of remote in-house analysts, but rather is able to consider a range of views, both positive and negative, to form its investment thesis.

AMR will take care of all of the administration of your portfolio, and provide comprehensive reports to keep you informed and simplify completion of tax reporting.  With your agreement, AMR will also aim to maximise the use of your annual tax allowances.

AMR has selected Stocktrade (a division of Embark Investment Services) to provide the infrastructure and custody for this service. This gives our Discretionary Portfolio Management Service clients the reassurance that comes from the involvement of an independent organisation together with highly competitive dealing charges and efficient administration.

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