WRAPS™ ('Wealth Matters Risk Assessed Performance System')
WRAPS™ is the name of our unique investment method. As the name suggests, WRAPS™ assesses investment risk. We do this using psychometric risk profiling so that we can identify the appropriate level of risk for our clients. The core aim and principal strategy of WRAPS™ is to achieve above average returns by using a structured asset allocation model, which is based on an individual’s risk profile. WRAPS™ allows our clients to invest in different asset classes (equities, property, bonds, gilts, cash etc), in different geographical regions and in different sectors of an economy, all in an effort to spread risk and diversify. WRAPS™ includes regular communication with the investor via a minimum of 12 points of contact per annum.
WRAPS™ simplifies the management of your investments by using the services of a number of leading fund managers with proven track records. We use leading on-line administration platforms that allow you to monitor your investments 24:7. We re-balance your portfolio on a annual basis in line with your original objectives, in order to lock in gains and minimise losses. Finally we use direct investments and not mirror funds, which are deemed to be far more transparent than investments with many life insurance companies whose funds are not a true replication of the actual fund. Thus, if we recommend Fidelity, or Invesco Perpetual, your monies are actually invested with these specific investment houses.
We believe that constant reviews, on going advice and regular communication form the back bone of solid investment advice and we believe that WRAPS™ achieves these goals.
The value of your investment can go down as well as up and you may not get back the full amount invested.
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