We understand that some investors prefer to have more control over their portfolios and therefore we also offer an advisory portfolio service. Like our managed discretionary service, your portfolio will be tailored to your specific needs, based on your objectives, risk profile and financial circumstances, creating an investment strategy that is right for you. Your Risk Profile is made up of three component parts – your Risk Required (how much risk you need to take), your Risk Capacity (how much risk you can afford to take) and your Risk Tolerance (how much risk you prefer to take). We will review your portfolio on a quarterly basis and should we consider any changes are appropriate we will write to you with our recommendations.
We will also provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed. Our secure online site, Raymond James Investor Access™*, provides you with a convenient way to access all your investment accounts, placing your investment information at your fingertips. With an easy-to-use format, you are able to view your portfolio, including you holdings and the last two years’ of transaction history. Investor Access™ provide you with the most up-to-date information on your investment accounts – 24 hours a day, 7 days a week- via any computer, smart phone or tablet.
*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date.
Stockdale Asset Management,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888
Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Ropemaker Place 25 Ropemaker Street London EC2Y 9LY. Legal Disclosure. Privacy Policy.
We understand that some investors prefer to have more control over their portfolios and therefore we also offer an advisory portfolio service. Like our managed discretionary service, your portfolio will be tailored to your specific needs, based on your objectives, risk profile and financial circumstances, creating an investment strategy that is right for you. Your Risk Profile is made up of three component parts – your Risk Required (how much risk you need to take), your Risk Capacity (how much risk you can afford to take) and your Risk Tolerance (how much risk you prefer to take). We will review your portfolio on a quarterly basis and should we consider any changes are appropriate we will write to you with our recommendations.
We will also provide you with regular reviews and valuations of your portfolio ensuring you are kept fully informed. Our secure online site, Raymond James Investor Access™*, provides you with a convenient way to access all your investment accounts, placing your investment information at your fingertips. With an easy-to-use format, you are able to view your portfolio, including you holdings and the last two years’ of transaction history. Investor Access™ provide you with the most up-to-date information on your investment accounts – 24 hours a day, 7 days a week- via any computer, smart phone or tablet.
*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date.
Stockdale Asset Management,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888
Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Ropemaker Place 25 Ropemaker Street London EC2Y 9LY. Legal Disclosure. Privacy Policy.