The Arch Investment Proposition

updated: July 1, 2010

This section outlines the investment proposition that Arch Financial Planning Limited has put in place for its clients.  It is a proposition which we believe can add significant value to an individual’s investment portfolio. 

We have confidence in this, not because of an overblown belief in our own abilities, but because we involve widely acknowledged expert organisations to carry out all of the vital aspects of the management of our clients’ investment portfolios.

We have put in place an investment proposition which involves active monitoring, regular fund selection and automatic rebalancing carried out by some outstanding organisations, the use of which we believe will deliver real benefits for our clients.

Of course, by introducing a new investment proposition, some will ask what was wrong with how we handled our clients’ investments previously.  We refer to the background to this change under the last section in this Guide headed “Why a new investment proposition?”

To obtain further information please click here for our pdf Guide to The Arch Investment Proposition.