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3-Dimensional Investing

 
Internal risk management within our target dated portfolios gives the optimum strategy for each investor at every stage

We combine advanced technology with bespoke discretionary investment management to create 3-dimensional investment solutions.

 

This delivers target dated investment portfolios where risk is managed internally and rebalanced on an ongoing basis based upon the age, the time remaining available for accumulation, and end requirement for the funds - a lump sum for withdrawal or a lump sum to produce an ongoing income - for each individual client.

 

You can find out more about our IM Optimum Portfolios, investment process and risk management in this section or call us and we will arrange for your nearest regional sales director to contact you.

 

© 2015 Intelligent Money. Intelligent Money is Authorised and Regulated by the Financial Conduct Authority, Reference Number 219473 and registered in England and Wales under Company registration 04398291. Our Registered Office and address for all correspondence is Intelligent Money, The Shire Hall, High Pavement, Nottingham NG1 1HN.

 

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