Asset Allocation

Asset allocation is a way of investing which provides our clients with relatively high security of investment for relatively low risk. We put into practice theories first proven by a Nobel Prize Winner, and we are great believers in this method of investing. For more details, click below…

Pensions

Asset Allocation is basically a way of spreading investments in a systematic way to reduce the roller-coaster ride of the stock-markets, whilst providing the potential for good returns. 

Pensions can be a very emotive subject. On the one hand, years of mismanagement and apathy have resulted in poor returns with horrific charges; on the other, the tax relief provided by pensions is unrivalled by anything available within the UK.

We believe that pensions are a valuable part of anyone’s investment portfolio, especially because of the tax relief available. Therefore, our strategy is designed to deal with people’s fears of bad returns, unjustifiably high charges and poor management.

We use advanced Risk Profiling techniques to provide you with a personalised Asset Allocation model. Once this has been finalised, we invest your money with the country’s leading investment mangers and provide an ongoing monitoring service which ensures that apathy cannot erode your investment. To make this as effective as possible, we require that you meet with us at least annually to discuss your needs.

By using this method, GSI have been able to deliver performance which is equivalent to a normal Balanced Managed fund but with significantly less volatility. After all, the average balanced managed fund is invested 83% in stock markets across the world*. We don’t believe that this is rightly called “balanced”!

Is it time for you to take control?

* - Source: Analytics, June 2007

Investments

Always remember it is your money. Your apathy to your money often means the large institutions such as banks can make billions of pounds.

Asset Allocation is a way of spreading investments in a systematic way to reduce the roller-coaster ride of the stock markets, whilst providing the potential for good returns. We invest your money with the country’s leading investment mangers – why settle for second best?

Investing money can be bewildering. There are ISAs, OEICS, Unit Trusts, Bonds, Offshore investments, stocks, shares, gilts and many other options. Which type of investment is right for your circumstances?

Our advisers are excellently-placed within the industry to not only advise on which investment is right for you, but also to seek out new an innovative investments which may be of interest to you. We have advances research tools which ensure we always have up-to-date information, but this is only half the story. We also regularly meet with many different industry professionals to ensure that our knowledge fresh warm, rather than just cold data from our research systems.

We manage your investments using Asset Allocation models which are created using sophisticated risk profiling techniques and years of experience. We match investments to our clients, ensuring that the client understands the investment and is happy with the level of risk.

We monitor our clients’ investments and require a meeting with our clients at least every year, if not more often. This ensures that our clients’ needs are being met and that the portfolio is still in line with requirements.

Is it time for you to take control ?