Wealth Model Portfolio Service

The Wealth Model Portfolio Service offered by Roxborough Wealth Management is a flexible, risk-based service whereby each of your portfolios is given a risk rating based on asset allocation and fund selection.

In order to help you achieve your targeted return level we provide advice on your fund selections on a regular basis, allowing your portfolios to move with market conditions, and remain true to their given risk ratings.

Your Roxborough contact will engage in discussions with you regarding the management of your Model Portfolios, and will provide you with quarterly reports surrounding the details of the current asset allocation, your performance data, and our thoughts on the current state of your investments.

For a complimentary, no obligation discussion of our Wealth Model Portfolio Service, contact us today on 01932 825233 or email info@roxborough.uk.com.