The Wellington Investment Process - Model Portfolios

The central philosophy behind the Wellington investment process for managing money are simplifying the way your investments are administered and applying a defined investment strategy targeted towards your goals whilst satisfying your risk tolerance.

In the UK market there are over 7,000 investment funds to choose from, making individual fund selection very difficult even for the experts.  To make the right decision you need a high degree of expertise as well as a tried and tested system for narrowing down your fund selection.

As advisers we believe our investment process clearly assesses your level of risk and matches this to an investment solution that best fits your personal profile.

To ensure we have a robust investment process we have developed business partnerships with firms who specialise in risk profiling and investments.

The Wellington Investment Process

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