The RSMR Managed Portfolio Service - Rfolios - has been created to deliver improved investor outcomes, simplify the advice process and enhance the overall client experience.
We recognise that financial advisers continue to be challenged in an evolving regulatory environment. Selecting and managing investments requires specialised knowledge and time to maintain suitable client portfolios.
The RSMR Discretionary Portfolios can be mapped to match existing risk profiling tools with choice and flexibility being key for the investor and adviser alike.
Offering a choice of income and growth and SRI options with active and passive strategies all the portfolios are backed by RSMR’s unrivalled experience and track record in supporting UK advisory firms.
To download our Rfolios brochure click here.
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less that they invest.
RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE.
RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854.
© RSMR 2018. RSMR is a registered Trademark.