Portfolio Challenge
We know that for a large number of people the investments they make are often consigned to the bottom drawer in their filing cabinet and only reviewed when they have had a change in circumstances. Yet, if you look at the investments that were top performers five years ago, very few would be considered to be top performers now. With so many choices of investment houses and funds available, we understand that keeping on top of your investments can be tricky – and that’s where we can help.
At Encompass, we’ve created the Portfolio Challenge. A simple 3-step process that allows our advisers to examine your investments for free, and see if they could be working any harder.
The Portfolio Challenge is free, and without any obligation, so if at the end of the process you decide not to make any changes to your portfolio, you need do nothing further. If however, you decide to continue with us, there will be a small charge for this service, going forward once you become a client.
