You may have noticed we have not yet mentioned reviewing the individual funds in your portfolio as a part of your Annual Review. This is because the Review is about YOU and YOUR personal circumstances.
Its purpose is to determine whether we need to make any changes to your Asset Allocation and this forms the basis of any advice which we subsequently provide.
Argyle has a separate process for the continuous monitoring of all the funds used within our client’s portfolios as well as monitoring the wider pool of investment funds available.
For more information about Argyle’s Fund Research Process click here.