Telephone: 01344 873254
We believe investing should be boring, gambling can be fun and sometimes profitable, but investment is putting money to work for the best possible return with the least possible risk. To achieve this for our clients we create individual investment portfolios that balance risk and return by spreading capital across a range of assets (equities, property, index linked gilts, gilts, corporate bonds and cash).
Black Swan Financial Management does not invest its clients’ money in individual equities or bonds; instead we employ the services of professional investors whom we access through collective investment structures. As independent financial advisers we are in the enviable position of selecting investments from the whole market; using in-house and external research we aim to identify and employ only the most talented of investors, please click here for information about how we select investment managers.
Our experience of providing financial and investment advice and managing investment portfolios has helped us create a list of preferred investments in which we have absolute confidence. Building bespoke portfolios from this list holds a number of benefits such as the avoidance of investment fashion and the ability to monitor performance. If an investment fails to deliver returns in accordance with our expectations we shall remove it from our preferred list and discuss remedial action with our clients at their next review meeting.
By understanding our clients financial planning needs and creating investment portfolios that deliver rewards in the way they want, we believe that when the investment is redeemed our clients will be pleased; its value will have increased by more than inflation and they will be able to buy more of the things they want. But this cannot be achieved without accepting risk and sometimes over periods of less than ten years investment returns may be disappointing. Please click here for information about how we create investment portfolios.
Investment Portfolio Factsheets, Our Past PerformanceTo illustrate how our investment process has performed and to quantify how different approaches have delivered returns in different ways, we publish quarterly portfolio factsheets based upon a range of example portfolios. Using a broad selection of investments from our preferred list the returns are indicative of those provided to our clients and are inclusive of all annual management charges and running costs, to be taken to our latest results please click the appropriate portfolio factsheet.
Over the longer term we expect each portfolio to be ahead of inflation, with the lower risk portfolios achieving lower returns with less volatility than the higher risk portfolios, which should achieve higher returns with more volatility.
Past performance is not a reliable indicator of future returns. Please remember prices of investments and the income from them can go down as well as up and an investor may not get back the original amount invested. This can be as a result of market movements and also of variations in the exchange rates between currencies.
For more information about our investment advice services, pension planning and wealth management process please call us on 01344 873 254 or complete the short contact form. Should you require a no obligation face to face meeting we are happy to make home visits within the Windsor, Ascot, Windlesham, Sunninghill & Sunningdale area. Please click here to view the latest copy of Black Swan Financial Management’s Service Agreement and Remuneration Schedule.
Black Swan Financial Management is authorised and regulated by the Financial Services Authority.
© 2012 Black Swan Financial Management
Registered Address:
White Hart House,
Silwood Road,
Ascot,
Berkshire,
SL5 0PY.
Company No: 06002491
