Optimised Portfolio Service

The TFS Optimised Portfolio Services (OPS) provide a range of discretionary managed portfolios, which are designed for those who wish to have their investments managed by a dedicated professional client executive utilising collective and direct investment vehicles.

 

 

 

 

 

 

 

 

Key features:

• Discretionary Managed
• Choice of 7 risk graded portfolio models
• Both collectives and direct investments - depending on your requirements
• Diversification of your portfolio which helps to reduce risk and volatility
• Active asset allocation using collars and caps (maximum and minimums) which enables us to take defensive positions in adverse market conditions
• Minimum entry level of only £100,000
• Professional fund management to ensure your portfolio continually reflects your personal objectives
• Knowledge and use of specialised markets and asset classes not otherwise available to most private investors
• Economies of scale to keep the costs of your portfolio to a minimum
• Free suitability tests during the year

 

 

 

 

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