What We Do
Our investment management services are designed to help you achieve your objectives
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Simple and Traditional Solutions
Our investment service is simple and is designed around five risk-based profiles (low risk through to high risk) with three key ingredients. We use well established, independent industry benchmarks to provide the initial framework for each profile and apply a tolerance subject to minimum and maximum allocations.
In order to help to generate the investment return for each profile, we diversify portfolios by investing in different types of:
Assets
Geographical Regions
Industrial Sectors
Investment Styles
Liquid Investments
We then manage the portfolio on an ongoing basis to make sure that it continues to reflect the risk and objective requirements. We only change investments when we feel that change is necessary. This helps to reduce costs, which in turn, aids performance.
Other Features Include
Other features include:
- No small, short-term asset allocation changes
- Typically 15 – 25 underlying portfolio holdings
- A diverse mix of collective investment types
- We use managers with proven, consistent long term track records
- Exposure to long term investment themes
- We only buy investments that we can understand
Find out more about the services that we offer for clients and advisers below:
Our Services
At Corrival Capital Management our services can be accessed in three ways, depending on the portfolio value, the level of service required and the personal circumstances of the client. The three options are as follows:
Model
- Select from five managed-risk profile options
- Ready-made, diversified collective investment portfolios
- Online access for monitoring and review
- Available on our platform from £50,000
Model +
- Investment manager available for client meetings
- Select from five managed-risk profile options
- Ready-made, diversified collective investment portfolios
- Online access for monitoring and review
- Available on our platform from £100,000
Personal
- Investment portfolio designed to meet individual client circumstances
- Capital Gains Tax management
- Investment manager available for client meetings
- Select from five core risk profile options
- Online access for monitoring and review
- Available on our platform from £150,000