Adcas Model Portfolio Service

At ADCAS Financial Management Limited we pride ourselves in looking after our customers.

 

Part of this process means we are constantly screening the market seeking efficiencies and value for our customers. For many years we have built and managed portfolios for our clients. Recent years have seen the rapid growth in new investment funds, such as passive/index funds, which are low cost.

 

We are now able to offer a bespoke range of model portfolios (a portfolio of funds) that will be expertly managed to our requirements. This will bring a wide range of benefits to our customers:

 

  • We will continue the robust due diligence of the funds inside the portfolios

  • Each of the portfolios will be aligned accurately to your risk profile

  • We are now going to blend active and passive funds inside the ADCAS portfolios – the overall costs will reduce

  • In partnership with our chosen Investment Manager, TCF Investment (TCF), we can make tactical moves to take advantage of market opportunities / reduce risk

  • TCF is an expert in the management of Model Portfolios

  • We will have access to the investment expertise of the TCF team

  • The investment platform (Embark) that the portfolios are managed on will offer:

    • Pre-funded trades - more efficient dealing

    • All trades will be free

    • The ability to execute faster trades if needed

  • We retain the ability to make global changes across portfolios quickly e.g. change of risk tool / change of underlying funds / fund manager

  • TCF Investment is a UK domiciled, FCA regulated manager

  • We have secured a discount for all ADCAS clients on the Embark Platform that will host the ADCAS Model Portfolios

  • At ADCAS Financial Management Limited we pride ourselves in looking after our customers.

  •  

  • Part of this process means we are constantly screening the market seeking efficiencies and value for our customers. For many years we have built and managed portfolios for our clients. Recent years have seen the rapid growth in new investment funds, such as passive/index funds, which are low cost.

  •  

  • We are now able to offer a bespoke range of model portfolios (a portfolio of funds) that will be expertly managed to our requirements. This will bring a wide range of benefits to our customers:

  •  

  • We will continue the robust due diligence of the funds inside the portfolios

  • Each of the portfolios will be aligned accurately to your risk profile

  • We are now going to blend active and passive funds inside the ADCAS portfolios – the overall costs will reduce

  • In partnership with our chosen Investment Manager, TCF Investment (TCF), we can make tactical moves to take advantage of market opportunities / reduce risk

  • TCF is an expert in the management of Model Portfolios

  • We will have access to the investment expertise of the TCF team

  • The investment platform (Embark) that the portfolios are managed on will offer:

  • Pre-funded trades - more efficient dealing

  • All trades will be free

  • The ability to execute faster trades if needed

  • We retain the ability to make global changes across portfolios quickly e.g. change of risk tool / change of underlying funds / fund manager

  • TCF Investment is a UK domiciled, FCA regulated manager

  • We have secured a discount for all ADCAS clients on the Embark Platform that will host the ADCAS Model Portfolios

ADCAS Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority.

Registered number 222123. The Financial Conduct Authority does not regulate Cash Flow Modelling.