
Arcturus Wealth Management
PortlandSt Leonard's Avenue
Hayling Island
Hampshire
PO11 9BWwww.arcturus-wealth.com/
DescriptionArcturus’ mission is simple - to help our clients reach their long term financial and personal goals, and to provide them with financial ‘peace of mind’. A focus on sustainable, results-driven investing, combined with tax-efficient financial planning, are the hallmarks of our service.ApproachFund manager selection
- ESG sustainable and ethical investments
- Maintaining ongoing dialogue with key fund managers
- Fund initial due diligence and ongoing analysis
- Critically analysing manager’s individual stock selections
- Monitoring risk adjusted returns and how funds perform in weak markets
- Tracking ongoing charges beyond the ‘headline’ data
- Ensuring consistency of communication and execution of the stated strategy
- Understanding the ethos and philosophy at the group level
- Optimising mix of funds, index funds, equities and cash
- Analysing and monitoring portfolio level risk to align with client profile
- Monitoring aggregate charges of the portfolio and investment platform