GFS Investment Management provides a discretionary management service which means that we are empowered to take and implement investment decisions in
line with the investment objectives agreed with you, but without having to seek your prior approval on every Execution.
Your portfolio will consist of a range of collective investments (Properties, Projects, currencies, commodities, stock indices and blue chip stocks) carefully
researched and selected to deliver your investment objectives.
Please note we provide a personal financial planning service also. But note that because we specialise in investments rather than life assurance products, we offer
what is known as a restricted service. However when choosing investments for your portfolio we do so from the whole of the relevant market without restriction or
Quite simply, this is the key to our success. We have built our investment process around the needs of our clients. Our objective is to create long term
wealth for our clients in line with their financial objectives.
Investments are a personal affair – each of us has our own set of circumstances, which may be influenced by the period of time over which we can
invest or the degree of risk we can afford to take. Some investors are keen to build wealth; others are more interested in preserving what they already
have, either for their own eventual needs or for another generation.
But whatever your outlook, all portfolio strategies have two fundamental requirements – they must at the very least give the prospect of outperforming
inflation (the ‘cost of living’) over the investment period and they must recognise that, to stand the chance of making extra gains, it’s necessary to take some extra risks.
We begin by establishing the extent to which you wish to break the inflation barrier. We take into account your appetite for risk and your capacity for
loss and we ask if you have an immediate need for income.
We can build your portfolio using many different types of asset. For example, Index Linked Gilts are guaranteed by the Government and can give a
return that will just beat the rate of inflation. But investing all your assets in this way could involve an ‘opportunity cost’, because other investments –
such as Equities and Derivatives are likely to give significantly better returns over the long term, though at the cost of volatility and the risk of loss.
Your future financial health depends upon how your investments perform. The GFS
Discretionary Management Service works with your Professional Adviser to help you
navigate challenging markets to meet your financial goals.