Harpenden:
01582 461588
Newbury:
01635 521444
Harpenden:   Newbury:
01582 461588   01635 521444
Independent Financial Advisers and Investment Managers
Investment Services

Investment Services

Using AMR’s investment capability means that we take care of the day to day administration and decision making on your portfolio, leaving you time to focus on what matters to you.

Through a process of discussion with your AMR adviser, we aim to gain a full understanding of your investment aims, tax position and attitude to risk. Then, using these parameters, we will construct and manage an investment portfolio for you. Naturally, your portfolio can change over time as your needs change.

AMR’s experienced team have access to up to the minute market information, broker and fund research, and draw on a range of resources to manage your portfolio proactively and cost-effectively.

AMR has been managing client portfolios on both an advisory and a discretionary basis for over twenty years. Where many advisers have chosen to outsource the management of their clients’ portfolios to third parties, AMR has continued to invest in its in-house investment management capability. In this way, both you and your AMR adviser can be sure that your portfolio will continue to meet your needs and will not be subject to unexpected changes in the investment policy or style that could arise with a larger group.

As well as a personal account, AMR’s investment expertise is available through a range of wrappers including ISAs, pensions and investment bonds.

Two of the principal routes to benefit from AMR’s portfolio management expertise are:

Investment Management

Offering a range of risk graded portfolios that are designed to meet differing investment needs whilst minimising the time you spend on administration.

Find out more

 

Discretionary Portfolio Management

Suitable for larger portfolios where you wish to gain exposure to a fully tailored portfolio containing direct equities, collective investments & fixed interest.

Find out more

AMR Services Brochure

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