Investment Services
We know that every client is different, that’s why we tailor every solution to your individual circumstances.
We have ten model portfolio strategies that factor in variables like; life stage, risk profile and communication preferences. So, we will always provide guidance that is in line with your investment wishes.
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Research
The Reeves Investment Team monitor global investment markets with a view of identifying lucrative opportunities for our clients. During the research phase, the Team liaises with world-class Investment Fund Managers with the end goal being to enhance the performance of our clients’ current holdings.
Evaluation
At this stage, any identified investment opportunities are evaluated. As part of this evaluation, we consult the managers of potential new funds to get a comprehensive understanding. If we deem the funds as beneficial, they are presented to our Investment Committee for final review.
Implementation
Once an investment passes the final review stage, we get in touch with our clients to provide advice on the alternative, potentially more beneficial fund. Once our client agrees, we then add the investment to the chosen portfolio.
Ongoing Support
Once a Reeves client, you’ll receive ongoing advice on your investments. We’ll work with you to set your communication preferences to ensure we’re providing the right service for you. We’ll also continue to monitor your investments and be in touch with advice should you need it.
We currently operate five pension portfolios
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Core
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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
Tactical Portfolios use a mixture of our Market Outlook and an industry recognised benchmark to create an asset allocation that can be frequently changed.
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Power
Power Portfolios: For clients who are under 55 and are more than 5 years from retirement. They have a larger proportion of equities as this is where the long term growth primarily is.
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Short Term
We provide a strategy for clients who are approaching/in retirement and wish to take an income from their investments.
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MPH
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 as there is potential for increased capital loss too if markets fall.
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Important information
The value of your investment and any income from it could fall or rise, and you may not get back 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.