Your investment manager will then take responsibility for the day-to-day decision making on your portfolio, deciding where to invest and when to buy or sell. As a model portfolio all decisions will be made within a clear remit ensuring you have the peace of mind that investments and decisions will always stay within a clearly outlined risk profile. 

We take the weight of the responsibility for your investments extremely seriously and it is deeply embedded within our company culture to ensure every decision we makes puts the client first. As an independent company without shareholders and external owners we are able to act independently for our clients without any external conflicts. 

Our focus is on protecting and growing your wealth to give you financial security from the outset and looking forward to your future. There is always a balance between risk and reward, and it is not desirable to eliminate risk to the point of no reward, as such we create model portfolios to suit different risk profiles to ensure clients are comfortable from the very beginning.  We start by seeking wealth preservation and diversity within our portfolios, searching for and analysing well rounded companies and areas of the global market that offer resilience and depth to a portfolio throughout market cycles and economic conditions.  

Investors need their money to offer real growth over time, something keeping cash on deposit can lack as their true buying power gets eaten away with inflation. Investing in the Stock Market enables clients to potentially benefit from growth of the underlying value of assets as well as the compounded returns offered by reinvesting income. Investing in shares can be volatile at times and our investment outlook is always focused on looking to the future rather than a short term movement and we strive to reduce volatility by diversifying our portfolios geographically, across different asset classes, and sectors. 

Our investment outlook focuses on long-term returns, driven by changes in the fundamental underlying value of assets, whilst retaining a flexible approach that is adapted to evolving economic and market conditions. We take an academic approach to research, drawing on the depth of expertise from across the firm. We have an investment committee that analyses and chooses investment options, before discussing and agreeing the final decision. 

The Model Portfolio service at Fountain Wealth Management gives you a long-term, trusted partnership with a dedicated investment manager. As we operate within teams, there will always be an alternative portfolio manager and support staff who are familiar with your account and able to provide back-up. We do not have a switchboard, you will have a direct line to your Account Team.