Managed portfolios
Blue Sky prides itself on delivering a high quality Wealth Management Service.
Through active management, our Wealth Management Programme is designed to deliver:-
- Capital protection wherever possible
- Returns higher than are available through Bank and Building Society deposit accounts
- Net returns over and above inflation
We utilise various methods to achieve the above dependant on a clients risk approach and time horizon.
We offer clients the choice of how their portfolios are managed:-
Blue Sky Portfolio Manager
This provides clients with an active management approach which traditionally is not available through Independent Advisers. This arrangement is particularly beneficial to clients who regularly use email and on-line tools.Currently 0 portfolios are available demarcated by risk see (Model Portfolios under Investment Strategies).
Refined
These are utilised for clients who require a less responsive approach to Investment Management but nevertheless are keen to optimise returns in accordance with their risk approach.Email and on-line tools can still be used but typically this arrangement attracts clients who either have ‘old’ policies which can’t be moved to a wrap account because of charges or restrictions and/or clients who don’t have computer access. We currently offer 4 model portfolios.
Our Performance
Our investment strategies have created real value for clients. View our investment performance by clicking the graph below
esmartmoney
Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.
Tactical Planning
Are you Contracted Out of the State Second Pension?
Feb
03
2012
From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more
Could you and your family survive if you were unable to work?
Jan
27
2012
More than half of UK workers would be unable to survive for more than three months without work.... Read more
Jan
20
2012
The end of the tax year on 5 April is fast approaching! With rumours of further tax increases to be... Read more
