At Integritas Wealth Partners, we appreciate that no two clients are alike, and so not all investors will fit into a pre-built strategy or portfolio.
We take the time to truly understand our clients’ needs, lifestyle requirements and their interests. Using state of the art analytical technology and stochastic modeling of multiple scenarios, we build bespoke portfolios which meet specific investment requirements and preferences, unique to each client.
These portfolios may be set up with the aim of:
Online reporting is available 24/7 and your Wealth Partner will provide ongoing advice on your investment portfolio in this ever-changing market environment.
Bespoke reporting and reviews are available to continuously monitor and assess the portfolio and your investment objectives. For more information please contact us.
The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.