MATTHEW SLESSOR WEALTH MANAGEMENT
Savings & Investments in Carlisle
It’s normal to want as much return as possible from our savings and investments. As with everything, the opportunities for the highest return naturally come with a larger risk factor.
In order for us to determine your level of comfort when it comes to investment risk, it is important that we fully understand your situation and circumstances, along with your attitude when it comes to risk.
Once we have considered all factors, we will create an asset allocation model for your portfolio. This means that we use our full understanding of risk and return for each asset category, so that we can allocate your assets amongst them in a way that accurately represents your attitude to risk. This will create a balanced portfolio that will maximise the investment opportunities and one in which you are completely comfortable with.
We believe that the only way to formulate the right strategy for our clients is to take a totally holistic approach. Depending on our clients own unique attitude to investment risk, we craft an asset allocation model over your entire portfolio.