Portfolios with Personality:
map your investing preferences to an
investing style.

NOT ALL PORTFOLIOS ARE MADE THE SAME

PERSONALISED PORTFOLIOS

A selection of risk-managed, diversified model portfolios covering a wide range of investing styles.

Equilibrium
PASSIVE APPROACH

A Fixed allocation to third party ETFs so your portfolio can track market performance



I prefer a lost cost traditional solution that just follows the performance of the market as it goes up and down.


Symphony
TRADITIONAL EQUITY & BOND

Diversified equity and bond portfolio of independent 3rd party funds



I'm focussed on equity and bonds, with access to the best investment talent globally'


NAVIGATOR
DIVERSIFICATION BY MARKET REGIME

Perpetual approach to asset allocation that invests in a range of investment baskets that aims to perform across the complete market cycle.


I want a portfolio that aims to maximize risk adjusted returns, through minimizing drawdowns.


SELECTA
INDIVIDUAL EQUITY PORTFOLIOS

A high quality selection of global individual equities, which focus on 'shareholder yield' approach to investing.


II want a portfolio of singles equities only, actively managed and globally diversified.


WHY YOU SHOULD CONSIDER THE MPS SERVICE

WHO IS THIS FOR

Investors and their advisers who prefer a specific investing style, or even are looking to map a given investing goal to a given style of investment.



HOW DO I ACCESS?

From the entirely ETF constructed Equilibrium to the 'ARIA Macro Barometer' driven Symphony, all the offerings are liquid, retail friendly and available to invest in directly or through a tax wrapper (e.g. pension, ISA).



THE BENEFITS OF THE SERVICE

  • Taking the strain – we manage the monies on your behalf.

  • A tailored solution – customised to your very own investment needs,
    goals and risk appetite.

  • Take advantage of a sophisticated investment mangement and portfolio planning process.

  • Globally diversified portfolios, gaining access to some of the world’s leading fund
    management talent.

  • An ongoing management solution, which will adjust your portfolio to keep on track with
    your longer term objectives.

  • Receive regular monthly reports and quarterly commentaries.

Comparing the approaches in Detail

A choice of Investing Styles


WHAT WE CAN DO

ARIA provides a range of services for private clients, intermediaries, corporations and financial advisers.

SUBSCRIBE TO MARKET MATTERS:

Our fortnightly publication, which helps you keep your finger of the pulse of financial markets, covering:


Recap of cross asset major market events.
Shorter term market timing indicators.
Medium term Macro market signals.
Inflation / Credit Impulse data.
Concise Asset allocation views by asset class.
MPS/Fund Performance data.

Reach out to Hugh McGrenra

to learn more about how we can help you design and build a tailored, end to end Centralised Advice and Investment Process

Contact Details:
Email: hugh.mcgrenra@ariacm.com