fbpx

Equity Markets

image

Equity Markets

Our regulated financial advice firm "Suitable Money Advice" believes that costs matter and seeks the most cost-efficient route to market returns. We cannot predict what markets will do but we can control the costs.

Suitable Money strongly believes in capturing as much market return as possible by a low-cost, diversified "passive" approach to investing where asset allocation and portfolio structure are the key drivers of returns and the "value add" from stock picking and market timing is questionable and tends to be negative. Diversification is essential, by asset class, sector and by region.

Having researched the whole of market, Suitable Money offer our clients a managed portfolio service either through their discretionary model on platform, or their advisory model. Both of these model portfolio offerings are multi asset, low-cost and well diversified.