For active investors that know what they want but appreciate expert advice and suggestions on demand

Advisory Plus

Advisory+ is designed for the more knowledgeable investor’s who would like to retain control of their portfolio but would also like to have the assistance of an expert opinion on some, if not all, of their investment decisions.

Ultimately it is the investor’s responsibility to monitor their portfolio but the Elgin portfolio management team will always be on hand to offer opinions on any changes or additional purchases when asked. We will also provide investment ideas and themes on a regular basis and be on hand to suit you and your schedule.

Suggestions on asset allocation

Opinions on investment instruments

Providing investment ideas on a regular basis

Advice on risk management

Guidance on individual stocks, bonds or currencies via third party research

Access to funds that have already undergone the comprehensive Elgin due-diligence process

100% personalised service, access to global research and advice

Advisory+ will assist an investors evaluation process in short-listing the most appropriate security for their wishes.

Elgin advisory will give a totally unbiased ‘warts and all’ opinion on any instrument you or your client would like us to comment on to assess.

Download factsheet below