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The world of investment management has developed into a complex industry with a very broad range of products, fund managers and investment options for clients.
This makes implementing financial advice particularly onerous for advisers.
The requirement to stay abreast of these fund management options takes time away from an adviser’s main role: to provide good, independent financial planning advice to clients.
To solve this problem, we have engaged with Fundhouse to assist us in advising on your investments.
Fundhouse is an established industry expert in the field of fund research and investments and offers a customised service which allows us to implement our advice in the most efficient way possible.
This benefits our clients directly and provides an additional level of comfort with respect to the quality and suitability of our investment options.
Fundhouse Research & Investment Team
The Fundhouse team has extensive experience in asset management, the evaluation of fund managers, portfolio construction and asset allocation.
This experience is essential in being able to make judgements on individual funds, and to be able to identify the particular traits and ultimate performance outcomes for clients.
Villic Wealth has open access to the Fundhouse team to ensure that investment advice provided to clients has been tested as far as possible by using comprehensive and objective fund research.
About Fundhouse
Fundhouse is a leading investment adviser specialising in fund research, ratings, and portfolio construction services.
They help clients manage investments on behalf of the end investor.
Their experienced team understands the complexities of the fund management world.
They apply this knowledge alongside a client-first mind set to improve the outcome for the end investor.
Their client base includes financial advisers, companies, investment platforms and other users of fund management services, where they can bring their qualitative, research-driven perspective and apply it within their businesses.
Fundhouse was founded in 2007 by professionals from the investment management industry.
They currently operate from offices in South Africa and the United Kingdom, where they cover the local and global fund industry first-hand.
Their business is 100% independent and owner managed, which means they can offer objective advice and services in the best interests of their clients.
Questions
If you would like to see your gift in action or have any other questions,
please contact us at 225-756-6290 or independent@donations.com
In-kind donations
We appreciate support and donations of all kinds
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To find out more informations about in-kind donations please contact us at 225-756-6290, independent@donations.com
“Many thanks to the Independent’s team. They have helped me accept my disability and manage to do most things in everyday life on my own. Angela's guidance, experience and perspective was very valuable”