In the ever changing financial services landscape, managing client's investments has become an increasingly time consuming job. This can eat into your valuable time diluting what you do best - financial planning and building your business.
Your client relationships are a critical part of your business, and you want someone you can trust when it comes to outsourcing your investment management decisions.
Gemini's Managed Portfolio Service is designed to provide you with discretionary fund management via a number of risk rated model portfolios. We work alongside you and you retain complete control of your client relationship.
The value of investments may go down as well as up and you may not get back as much as you invested