Investment Portfolio Updates
Our Portfolio Management Advice Service is designed for clients who already have significant pension and investment funds.
Its primary purpose is to provide the ongoing advice and support necessary for clients to achieve the retirement they want.
Reeves operates 5 portfolios:
Core Portfolio’s are based principally on industry recognised benchmarks, consequently ignoring the short-term risks that may be present in the market and practises a ‘buy and hold’ strategy.
Tactical Portfolios use a mixture of our Market Outlook and an industry recognised benchmark to create an asset allocation that can be frequently changed.
Power Portfolios: For clients who are under 55 and are more than 5 years from retirement. They have a arger proportion of equities as this is where the long term growth primarily is.
We provide a strategy for clients who are approaching/in retirement and wish to take an income from their investments.
The MPH portfolio invests in specialist, high-risk funds which have the potential to deliver outstanding returns.
It isn’t a portfolio we would advise any client to put all their monies into.
Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.
The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.