At Seabrook Clark, we give independent award winning investment advice on the following bases:
Discretionary Fund Management (DFM)
We manage six risk-graded model portfolios to target a range of different client objectives. Discretionary management means that once we have agreed a client’s investment objectives, we take care of investment decisions and portfolio monitoring on a client’s behalf.
Advisory Investment Service (AIS)
For clients with specific requirements we offer a bespoke advisory service. Advice on an advisory basis means that we make investment recommendations for a client’s consideration and approval before implementation.
Please note, this does not constitute investment advice. If you would like advice please contact us.
Strategic Asset Allocation
We believe that asset allocation is the primary driver of investment returns. Accordingly, we look to combine bonds, equities and alternatives comprised of UK authorised funds in each of our portfolios to maximise returns for given levels of risk.
Our portfolios have the following strategic asset allocation:
We overlay our strategic asset allocation with a tactical view on markets, tilting our weightings of each asset class to respond accordingly to market dynamics, typically with a twelve month investment horizon.
With regard to fund selection, we undertake comprehensive research and due diligence in-house, covering all aspects such as risk, performance and costs. We favour actively managed funds to maximise performance, but where appropriate may also include index funds.
For more details of our views of markets and an explanation of our tactical positioning, please see our Quarterly Investment Commentary.