What We Do:

• Initial Report
• Attitude to Risk
• How Argyle Are Paid

What We Do : Initial Report

The Asset Allocation Process

This diagram explains the process of Asset Allocation in 3 steps:

• STEP 1:
  A review is made of a client's holdings - pensions, ISAs, PEPs, Cash, etc.
  
• STEP 2:
  The collated cash equivalent value is put through the Portfolio Planner
  
• STEP 3:
  An appropriate Asset Allocation for a client's wealth and circumstance is produced

These products are brought together through our Portfolio Planner, to become the make-up for the Asset Allocation.

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