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Investment Philosophy - "What does CAERUS believe is the right way to set about Investing?"

 

Caerus Portfolio Management Limited (CPML), as the Investment arm of CAERUS Capital Group Limited, can offer an innovative Investment proposition for our Clients, whether those Clients require low-cost Investments or bespoke solutions, or a combination of both.

 

One of the factors that make CAERUS stand out form the rest is the clarity and strength of belief in its philosophy on Investment.

 

CAERUS believes that the traditional tendency for choice of Funds to be heavily focussed on picking 'Star Fund Managers' (largely based on past performance) was misguided.

 

In line with philosophy, CAERUS' Investment proposition seeks to meet each Client's needs by taking into account ALL of the factors covered by the mnemonic "SAFE":-

 

Suitability - achieving the best possible match between the Client's circumstances, needs and wishes with specific Investment solutions

 

Actively re-aligned portfolios - ensuring that the Suitability is maintained in the face of changes brought by the passing of time

 

Fairly priced - providing a high quality service at highly competitive prices

 

Easy to understand - presenting comprehensively all aspects of our Services and Solutions in plain, understandable language.

 

THE  CAERUS  SELECT  INVESTMENT  PORTFOLIO

 

"How can I best summarise the benefits for our Clients?"

 

Risk Rated
Tailored to Suit
Online Risk Mapping and Asset Allocation
Automatic Rebalancing and Active Realignment
Ease of Administration and Monitoring
On-going Service from your Advisers
Investment Reports for Clients
Tax Statements
Fully Automated Online Application
Good Governance



Watson Financial Ltd is an appointed representative of CAERUS Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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