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Services – Managed Accounts

Some clients prefer to have the investment function done for them. If that is your preference, we can meet, establish your needs and objectives and formulate through an Investment Policy Statement (‘IPS’) a Managed Account.

Managed Accounts are customized so there is on-going discussion on the changing situation of the individual, family or firm.

The nature of things is such that a lot of organic ingredients get better with age or when dried or cured. Other organic components are better when fresh. Depending on what you seek to achieve, we will propose the best combination to suit your taste. Ask us for our guide to Managed Accounts.


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