There’s a simple maxim we live by at RMS - we aim to add
value by maximising your returns and minimising your costs.
You don’t need to be a prize-winning economist to see the
appeal of that.
Perhaps more significant though is how we go about achieving that aim.
You could say the days of picking the latest off-the-shelf investment fund
are over. For us they never ever got started.
We have always believed in a more holistic approach: we look at your overall life
goals, prioritise them, agree on a clear and robust strategy based on your
expectations, then put it into action.
About our money management service
- Of the top performing 200 funds 5 years ago, none are currently still in the top
200 – when did you last review your portfolio?
- Monthly reporting to keep you informed and in control
- A clear investment process, which shows the value we add to your portfolio
- Annual reviews of your attitudes on investment risk to ensure you have the
right portfolio for your needs