Brooks Macdonald
Website: www.brooksmacdonald.com
Introduction
As a professional adviser, you provide your clients with holistic financial advice. You have a unique understanding of their financial positions, goals and aspirations, which enables you to assess suitability on an ongoing basis. Our aim is to support you in achieving the best possible investment performance for your clients, thereby allowing you to concentrate on growing your business.
Our discretionary investment solutions apply our proven, centralised investment process. This involves the implementation of an asset allocation strategy and the evaluation and selection of individual investments, operating within the boundaries of defined risk controls. Our investment solutions are underpinned by the three key principles of our investment philosophy: to utilise a proven active investment process, to integrate effective risk management and to maintain portfolio focus.
Models
Managed Portfolio Service (MPS) Active:
- MPS Low Risk (Defensive Income)
- MPS Low Medium Risk (Income & Growth)
- MPS Low Medium Risk (Income)
- MPS Medium Risk (Income & Growth)
- MPS Medium Risk (Income)
- MPS Medium High Risk (Growth)
- MPS High Risk (Growth)
Managed Portfolio Service (MPS) Passive:
- MPS Low Risk (Passive)
- MPS Low Medium Risk (Passive)
- MPS Medium Risk (Passive)
- MPS Medium High Risk (Passive)
- MPS High Risk (Passive)
Responsible Investment Service:
- MPS Responsible Investment Advance Low Risk
- MPS Responsible Investment Advance Low Medium Risk
- MPS Responsible Investment Advance Medium Risk
- MPS Responsible Investment Advance Medium High Risk
- MPS Responsible Investment Advance High Risk
Rebalance schedule
Ad hoc
Charges
0.25% for Active and Resposnbile models
0.20% for Passive models
Consumer Duty
Fair Value and Target Market information can be found here
Contact details