It is key for you, as a client of Gemini Asset Management, to understand the process that we undertake when investing your money be it within a pension, ISA or other investment vehicle.
Our process follows a strict four-stage procedure:
- Attitude to Investment Risk Analysis
- Creation of a personalised ‘Asset Allocation’
- Fund selection in line with your Asset Allocation &
- Regular monitoring & reporting
Further details of each stage can be found by downloading a copy of our investment process document here.
The value of investments may go down as well as up and you may not get back as much as you invested