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Our approach to portfolio design
We take a best-of-breed approach to investing our clients' funds.
Portfolio management
We offer a range of portfolios designed to suit our clients' risk profiles, needs and preferences. Our portfolios are well diversified and competitively priced to ensure they achieve their objectives.
Portfolio design – Putting it all together
At Shadforth, we are proud to offer a wide range of industry-leading portfolios including active, evidence-based, index and socially responsible investments. Our in-house Research and Investment team design the portfolios and review the work of our investment managers to ensure we offer best-in-breed solutions. We educate our clients and proactively manage investment risk to ensure clients have the benefit of well-diversified portfolios.
Monitor, review, rebalance
Markets are dynamic, and our ongoing service model means we don’t ‘set and forget’. Once your portfolio is implemented, we’ll monitor and rebalance your investment to ensure it aligns with your risk profile.
Systematic rebalancing can add value add to a portfolio’s after-tax return over time. Our managed account solutions offer high-quality portfolios with the latest rebalancing algorithms to keep your investments on track.
Insights related to wealth
