WE CONSTANTLY MONITOR THE PULSE OF THE MARKET...
SO YOU DON’T HAVE TO
Realm Investment Management is a discretionary investment manager working exclusively with financial advisers.
WHY WORK WITH US?
- Our proprietary investment process has proved itself through many years of volatile market conditions
- Our DFM Charge is set as a “Fee Only” option at just 0.25% per annum plus VAT. We apply no other charges.
- We can offer a totally unrestricted platform solution including comprehensive client reports, online access for valuations and safe custody from a highly reputable institution. Our platform is charged at just 0.25% per annum capped at the first £1 Million for individual and family accounts. Which means that the most a client will pay is capped at £2,500 per annum.
- With many DFM providers charging more than 1% per annum (Source: Wealth Manager Issue 454 Sept. 2018) we believe our combined charges, which at most would be 0.55% per annum inc. VAT, are extremely competitive in current market conditions.
Contact us now and discover how our services can augment and strengthen your existing proposition.
Giving us the responsibility of managing, monitoring and communicating the investment decisions for your clients will allow you more time to focus on the growth and development of your business.
Our Model Portfolio Service (MPS) is a range of risk-assessed portfolios designed with the aim of delivering superior risk-adjusted returns for your clients.
Our proven investment process employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.
You maintain full control of the relationship with your client which we will endeavour to support and enhance.
RESEARCH
To systematically review investment market data to extract facts rather than relying on the common narrative.
EVALUATE
To judge and subsequently determine the value of research in order to reach new conclusions.
ALLOCATE
To then efficiently apportion the available capital for various uses.
LIAISE
To communicate with investors and keep them informed.
MONITOR
To keep a continuous record of how market data is changing and provide a feedback loop to our research.
MARKET COMMENTARY
Access our weekly Market View or for older research visit our Archive
MARKET VIEW w/e 16th October 2020
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