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## Investment
management

We’ll help you make the most of your money with a robust investment management solution that’s tailored to your needs.

## Investment management services

For many of us, our ambition for our money is simple – to make the most of it.

Working with an investment manager who can make day-to-day investment decisions on your behalf is one part of that. But being able to trust that you’re in the right hands is about more than technical skill – it’s also about personal understanding.

That’s why we take the time to truly understand you and your unique needs before making any investment recommendations.

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## How we support you

We’ll begin by understanding your ambitions, your attitude to risk, and your time horizon. Based on these factors, we’ll then invest your money across a range of assets, balancing risk and return in a sophisticated way.

We can help you:

- Invest for growth
- Generate an income from your investments
- Preserve capital for the next generation

Your dedicated investment manager will be available in person, over the phone or by email, and will regularly review your plans to help keep you on track.

If you choose our integrated wealth management service, you’ll also benefit from our financial planning expertise.

I have always had a very positive service from them. Very professional in every way. Experts in their field yielding positive outcomes on a continual basis. Great people to deal with.

Source: Client satisfaction survey 2023

## What we offer

## Manage your wealth

We can help:

- We offer unbiased recommendations from a world of investment opportunities.
- Each investment is fully interrogated – we test its performance, measure its potential, and challenge our own preconceptions to help preserve and grow your wealth.
- Our in-house Research team provides market intelligence and macro-economic analysis to support our investment managers.

## Tax-efficient investing

We can help:

- We’ll make sure you’re using the tax allowances available to you, so that more of your money goes towards your goals.
- We’ll help you make the most of your ISA allowance, capital gains tax (CGT) exemption, and dividend allowance.
- Where relevant, we’ll explain how to structure your investments with your spouse or civil partner to minimize income tax and CGT.

## Common questions on investment management

What is investment management?

Investment management means investing and managing your money on your behalf in a way that suits your needs, goals and attitude to risk. It isn’t simply a matter of buying an off-the-shelf portfolio and forgetting about it. Bespoke investment management is about creating a personalized portfolio that works for you, is robust enough to deliver performance over the long term, and adapts to your changing requirements.

What does an investment manager do?

Our investment managers start by getting to know you – your ambitions, your attitude to risk, and what you want your money to do for you. Based on this information, they’ll build a diversified investment portfolio that is tailored to your individual circumstances. They’ll tap into the know-how of our in-house Research team to choose investments that not only suit your needs, but are also expected to perform well in the prevailing market and economic conditions. They will continually monitor your portfolio, responding quickly and decisively to market movements and ensuring it meets your needs over time.

How do I choose an investment manager?

Choosing the right investment manager is about more than simply assessing their skills and experience. It’s also about finding someone who you trust and who understands you. That’s why we place personal relationships at the heart of everything we do.

Why is diversifying investments so important?

Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks. For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance.

We can help you build a diversified portfolio that’s tailored to your individual needs. We can also rebalance your portfolio to ensure it continues to reflect your needs over the longer term.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.