Why would I invest my money?

For one reason only – to increase your returns compared to the interest from a deposit account.

Is my money safe?

If you’re asking that question then you already know that in order to achieve higher returns, a higher degree of risk to your capital is required.  Our unique Advanced Adaptive Absolute (AAA) Investment System ensures that your pensions and investment portfolio is carefully managed to maximise returns and control risk.

Is an investment analysis right for me?

As financial planners and investment management specialists we will help you to weigh up a number of factors that should be considered before you make any decisions about the best way to invest your money – these include the following:

• Your attitude towards investment risk
• Your age and time horizon for holding investments
• Requirements for income and capital growth
• The composition of your existing investments
• Your current financial situation and future expectations
• Your tax status and residency

Your responses to all these issues or criteria are considered before any independent financial advice or investment advice is given.

What can I expect from Bluebond?

If you decide to become a client, we put together the most suitable investment portfolio for you.  Experience tells us that the biggest driver of investment returns is the correct asset allocation and fund performance, rather than tax or charges.  Therefore, it is essential for us to identify ‘high quality’ funds and make timely recommendations to you to adjust your portfolio at low cost, so you are invested in the most suitable assets as the markets change.

By attempting to minimise your losses in the bad months and improve your gains in good months the overall returns on your investments will be significantly improved.

How do you find high quality funds for me?

Our definition of a high quality fund is one that produces a consistently higher return on your investment relative to similar funds, without taking unnecessary risks.

The three most important factors in fund selection are:

• Performance – how an investment fund has performed in the past
• Volatility – the statistical measure of the variation of value of an investment fund
• Charges – the cost of purchase and annual management fees

We believe that the continuous investment analysis of these factors is key in providing you with a strong, tailored, investment portfolio.  All our millionaire clients invest in the same high quality funds, albeit in different proportions according to their attitude to risk, so everyone benefits from the intensive research and experience that goes into the selection process.

Any questions on investment analysis?

Please call us on 01582 839280 if you need to or Email us.