Lowes Investment Management - Managed Investment Portfolios Brochure

LOWES INVESTMENT MANAGEMENT

What can you expect? Once agreed, your portfolio will be managed on a discretionary basis, with management having been delegated to us. We understand that first-rate service is as important as investment excellence. The managed portfolios will give you:

• A straightforward application process and documentation.

• A faster execution of investment changes and provides us with the ability to ensure portfolios are continuously invested optimally and in line with agreed risk profiles, whilst also being managed on a cost-effective basis.

• Regular investment updates.

• Clear and efficient communication where we provide information that is always detailed and transparent.

Who should consider the Lowes Investment Portfolios? The Lowes Investment Portfolios cover a variety of risk tolerances and objectives making them suitable for most retail investors looking for income, growth or a combination of the two from their investments. Before investing, clients should be comfortable with these investments not being guaranteed and therefore subject to the possibility of a capital loss. Consequently, they should also be prepared to invest for the medium to long term. They are especially suitable for those who want to have the final say regarding the investment objective and risk tolerance, in conjunction with the advice of their financial consultant, but don’t want to be involved with the day to day monitoring, management and switching administration of the portfolio once implemented.

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