Managing an investment portfolio.....
is becoming increasingly complex with the vast number of options available to individual and corporate investors.
We advise on portfolios of all sizes for clients of all types.
Each portfolio is tailored to individual requirements in terms of period of investment, purpose of investment and amount of risk and security.
Whether you require income or capital growth from your investment, we are familiar, on a day-to-day basis, with every possibility and have long experience of constructing individual portfolios.
Alexander Financial Services can help source the best investment opportunities taking into consideration important issues like accessibility, tax-planning and the spread of risk.
Past performance is not a guide to the future. The value of investments and the income from them can go down as well as up and you may not get back your initial investment. Tax concessions are not guaranteed and their value will depend on individual circumstances and may change in the future…