Model Portfolio Services
We recognise there is no ‘one size fits all’ when it comes to investing.
That’s why we provide our Model Portfolio Service via two distinct propositions, to help cater for a variety of attitudes to risk tolerance, investment persuasion and cost.
Our investment team has over 25 years worth of experience in managing multi-asset model portfolios. By blending active and passive investment strategies, and utilising both the MitonOptimal rating and risk profiling systems, we believe we have fashioned a range of services for clients wishing to have a more risk-focused proposition at their disposal.
MitonOptimal rating system
Established in 1991, the MitonOptimal rating system screens potential investments for consistency and volatility in order to support our portfolio managers in making informed selections
MitonOptimal Risk Profiling
Underpinning our process is the MitonOptimal propriety risk profile, which scores each underlying investment to ensure we create model portfolios to sit appropriately along the risk spectrum.
Model Portfolio Services brochure
Details on the models on offer within our Model Portfolio Services.
Model Portfolio Services tariff sheet
Details of the charges associated with our Model Portfolio Service.