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Funds Portfolio

The following fact sheets are advisory portfolios only. Reeves Independent Wealth Management do not provide discretionary services.

The fact sheets represent a collection of funds that are regularly reviewed and grouped together to form a portfolio that we recommend to clients where its asset allocation matches a specific risk rating. Before any decisions to invest are made, every client has their attitude to risk and investment objectives discussed to ascertain the suitability of any recommendation we make. Any subsequent recommendations are always made in writing.

The fact sheets do not form advice in any way and are not an invitation to invest in any product or fund directly. They contain complex information about funds and their performance and any decision on whether to invest should not solely be based on the information contained within them. We always recommend that you seek advice before making a decision to invest.

All comments made within the portfolio's are opinion only and should not be costrued as advice. 

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