How national IFA Attivo builds its investment proposition

What is your firm’s investment proposition? 

We segment our clients into groups pertaining to their stage of life, attitude to risk and other factors, which means we don’t recommend the same solutions to all clients. We use various model portfolio services offered by third-party discretionary providers and multi-asset funds that have a good track record and meet our stringent due diligence.

We can also create bespoke portfolios for clients who have complex needs, such as different tax wrappers, or for those who have certain investment preferences. In most cases, though, a model portfolio is most efficient. We also have a small number of risk-rated advisory portfolios but, again, we prefer to use specialist providers while we focus on the financial planning.