Investments
One Four Nine Portfolio Management
We are the discretionary investment management arm of One Four Nine Group.
Delivering a range of carefully constructed and constantly managed model portfolios for clients, our Managed Portfolio Service is designed to support the investment decisions underlying your financial plan.
We believe successful investing is founded on a thorough and robust intellectual framework for making investment decisions. Investors are loss averse not risk averse and our approach is focused on preserving capital, growing wealth and managing risk.
A proven approach
A simple investment offering with no exposure to riskier complex funds and financial instruments.
Using a robust, repeatable, well-resourced investment process based on evidence, our long-term historic performance demonstrates some of the best risk-adjusted returns in the UK wealth market. We are competitively priced to be one of the best value offerings in the market and we have received an Expert Rated 5-star ranking from Defaqto.
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.
The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.
What is discretionary investment management?
A discretionary manager will manage investments on your behalf providing dedicated and professional investment services. They have the responsibility to make the investment decisions and the duty to manage the investments in line with the portfolio objectives. The portfolios are specifically designed to deliver volatility controlled returns producing a smoother investment profile, enabling a greater possibility of meeting your objectives.
Our model portfolio service is designed to provide a balanced mix of growth and security to help clients meet their goals
Dr Bevan Blair, Chief Investment Officer
Have investment questions?
Call us today. We’d be happy to speak with you and see how we can assist.
