Portfolio Management

Portfolio Management

We offer both individual and corporate clients a full portfolio management service with regular reviews carried out in June and December each year.

At Harlequin, we use the latest modelling techniques to determine your asset allocation, backed up by sophisticated software which enables us to research the whole market to identify the most suitable provider and funds for your particular requirements.

Part of the review process involves rebalancing your asset allocation to ensure we stay as near as possible to your agreed exposure to risk.

We were pleased with the progress and thankful for your advice both now and over the five years we have known you……we have no hesitation in recommending your service to anyone”

Mr & Mrs K Stables