We do not have pre-set minimum investment levels for our SRI service; however, we recommend a portfolio size of above £50,000 for our Managed Portfolio Service, and above £250,000 for our Discretionary Service. Portfolio enquiries below these levels are assessed on an individual basis.
We aim to generate consistent positive outcomes for our clients, and this requires access to whichever service is most compatible with their objectives and service requirements. By offering our SRI solution across a range of services, we can cater to our clients’ individual needs and fulfil their objectives. Our strategies are available across a variety of platforms. Please enquire for more detail.