As our client’s needs have changes over time we have looked at how best we could meet these requirements on an ongoing basis and a key consideration that has arisen time and again is the understanding of risks associated with their Savings / Investments or Pension which is vital.
Using our experience since 2009 we began by constructing four portfolios for consideration by our clients when they decide to work with us.
These portfolios aim to target different levels of risk / volatility and offer guidance to our clients as to the level of return that might be experienced.
We have called these unique Riordan Financial portfolios:
Cautious
Measured
Balanced
Aggressive
We review the individual investment funds that make up these portfolios on a regular basis to ensure as best we can that the selected portfolio is maximising returns while working to maintain the agreed level of risk.
Our portfolios are now available with Five providers with whom we work with, to ensure a wide range of choice for our clients.
We can also work with our clients to construct bespoke / individual portfolios to meet their individual requirements on a case by case basis.