Utilising both active and passive investment funds, the 11 risk-rated portfolio solutions are available to financial planners seeking to ‘outsource’ client investments.
Carrying a portfolio management fee of 0.3% per annum, plus VAT, the ongoing charges for the models vary between 0.3% and 0.84% p.a. according to the risk-profile of the portfolio used.
Available to Montage clients since June 2014, the portfolio solutions will be available to financial planners across a variety of platforms.
“Our discretionary portfolio management service is created for financial planners by financial planners,” said Peter Montague, managing director of Montage.
“Advisers can assess their client’s risk profile using our risk profiling process, and then leave us to manage the portfolios in line with our risk-controlled process.”
