A selection of risk-rated portfolios across all major currencies to suit most budgets

Capital Management Lite

Suitable for investors that would like to take advantage of a managed service but do not yet have the necessary funds available for a fully bespoke portfolio.

Investors can choose from a range of risk-rated model portfolios, each managed by a specialist manager within pre-determined parameters set by the Elgin Investment Committee.

Available in Euros, US Dollars and Sterling

Actively managed with a comprehensive selection of risk-profiles

In-depth reporting and analysis via regular statements and on-line access

Portfolios can be established from as little as 25K ($/£/€) and can accept either scheduled and/or ad-hoc top-ups from 5K ($/£/€).

Download Capital management lite factsheet below

Disclaimer : The purpose of this website is to inform Independent Financial Advisors (“IFAs”) of the services offered by Elgin Associates and the material contained within is purely for information purposes. Neither this website nor any documents contained within it constitutes investment advice. Any services and/or products referred to in this site are those offered by one of the regulated affiliated companies of Elgin Associates. This website is copyright and no part of it may be reproduced, distributed or transmitted without the prior written permission of Elgin Associates.