At Robertsons & Crawford we build our portfolios to achieve the levels of performance relevant to our client's goals.

Our model portfolios are designed to provide risk related to your personal attitude to risk ensuring growth in line with the amount of risk you are prepared to take with your funds to ensure a reasonable return.

 

We benchmark the returns against UK CPI inflation plus, to ensure above inflation returns.

 

Our portfolios are built on four pillars: Asset Class, Sector, Geography & Currency. The asset allocation provides the required level of risk and the spread of these assets over different sectors, geographies & currencies reduces volatility and maximizes growth prospects.