Alder Row Investment Management (sample) has run portfolios for local families, retired people and charities since 2006. We are owned by the people who work here.
The firm started with two portfolio managers and forty clients in a first-floor office on Alder Row (sample). It is still on the same street, and still small enough that clients know who manages their money.
We do not sell our own funds and we are not paid by fund companies. The fee you pay us is the only money we make from your portfolio.
They are written into every client agreement, so you can hold us to them.
The portfolio stays at the risk level you agreed. We do not move it up because markets look good.
Each portfolio holds funds covering thousands of companies and bonds in many countries, not a few bets.
We choose low-cost index funds where they do the job, and show every fund charge on your statement.
Money for withdrawals and fees sits in cash, so nothing is sold in a hurry.
Statements show what you hold, what it cost and every trade, in words as well as figures.
Four people look after every client portfolio (sample). You will meet your portfolio manager at the first meeting.
Chief investment officer (sample)
Chairs the investment committee and looks after charity clients.
Portfolio manager (sample)
Private clients and families; runs the Balanced and Growth portfolios.
Portfolio manager (sample)
Retirement clients and the Cautious and Defensive portfolios.
Client services (sample)
Statements, transfers, paperwork and the first call when you ring.
Alder Row Investment Management (sample) is a sample firm used to show this website design. A real firm shows its registration, its regulator and its complaints procedure here.
The value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a guide to the future.
An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.