... What We Do ...

What We Do

We manage portfolios for private individuals, trusts and pension funds.

We only invest in fixed interest UK Government Bonds or the US equivalent US Treasury Bonds.

Why we are different

• Entirely fee based - we neither give nor accept commissions
• Unbiased advice with no conflict of interest or hidden costs
• We have no discretion to act without the Client's authority
• All Clients receive safe advice, tailored to individual circumstances
• We believe share prices are far too high and a major bear market is in progress
• Caution is our hallmark

Past accurate forecasts

• The 1987 stock market crash
• The Japanese stock market declines
• The recession
• Devaluation
• Lower interest rates

How we add value

With -

• Our unrivalled knowledge, expertise, skill and experience
• Coherent philosophy based on our understanding of future trends which enables us to make only significant changes to portfolios
• Transaction timing to get the best from your cash
• Management of administration with rigorous checking of contract notes, income payments, and annual tax vouchers
• Annual Clients' Meetings which bring new ideas and information to your attention before they become general public knowledge
• A personal service at the end of a telephone line - you never talk to a machine

Our services are Sterling based, for UK residents.  See client residence page for other jurisdictions

See also the notice on the homepage