We have many years of experience developing investment propositions that meet the needs of advisers, planners and their clients.
Rather than you having to focus your time on designing and maintaining investment strategies, we have partnered with leading discretionary fund managers to build a range of managed portfolios. The Rockhold Portfolios have been designed to analyse, research and implement investment decisions, keeping them under constant review with the aim of helping your clients achieve their investment objectives.
Designed with a ‘risk-first’ approach you can be confident that Rockhold Portfolios will remain consistent with your advice, align to your client’s risk profile and help fulfil their investment goals over time.
The Rockhold Portfolios are available across a range of platforms and have been 5 Star rated and 5 Diamond rated by Defaqto.