Mission, Values and Credo


Mission

Company Mission:

Together we aim to build an investment company that’s fair, transparent and honest. We believe that our reputation as an ethical, trustworthy service provider is essential to our core purpose of helping you achieve your financial objectives.

Client Mission: To help you achieve your financial objectives.



Core Values

Togetherness
ISACO’s aim is to grow wealth side by side with you. We grow wealth together. You have the opportunity to invest in exactly the same investments we invest in. We share the gains and share the falls. We climb the mountain together. It’s a partnership, it’s companionship, it’s teamwork, it’s togetherness. Togetherness means warmth, closeness, friendliness and care. Our aim is to build solid working relationships that are intensely personal, helping us to retain clients through life-long investment cycles. Our aim is to engage with you in the same way you’d engage a family member. This gives you the peace of mind – knowing we will always be on your side and always act in your best interests.

Integrity
Honesty in professional services relationships is paramount. A person of integrity is one who practices and speaks the truth at all times and keeps the promises they make with helping to create and maintain trust. We are completely independent of all other institutions and by not holding client assets, we avoid conflicts of interest. As stated in our company mission, our aim is to build an investment company that’s fair, transparent and honest. We believe that our reputation as an ethical, trustworthy service provider is essential to our core purpose of helping you achieve your financial objectives.

Expertise
ISACO aims to help you achieve their financial objectives. We aim to achieve this objective by offering clients clear daily guidance and continuous market insights from a talented team of investors. This helps you feel empowered, helping you to make better informed investment decisions. Our aim is to help you achieve outstanding long-term returns. To meet this objective, for the lead investor role, we only employ premier investors with impressive track records – investors with a history of outperforming strong market indices such as the Nasdaq Composite. Investors of this calibre are rare; however, when seeking new talent, ‘best-in-class’ is our benchmark. You should accept nothing less.


Credo

Our Credo challenges us to put the needs and well-being of the people we serve first.

People First
If we focus on helping all of our stakeholders achieve their goals, the company will achieve its goals at the same time. People first, products second, profits third.

Products Second
Create the best products and services to help our clients achieve their financial objectives.

Profits Third
If our focus is on people first and products second, profits will inevitably follow.


An opportunity to look over our shoulder  

Are you an ISA or SIPP investor with over £100,000 actively invested? Are you looking for better returns but are unsure which funds to invest in?  ISACO is a specialist in ISA and SIPP Investment and the pioneer of ‘Shadow Investment’; a simple way to grow your ISA and SIPP. Together with our clients, we have £57 million actively invested in ISAs and pensions.*

Our personal investment service allows you to look over our shoulder and buy into exactly the same funds as we are buying. These are investment funds that we personally own and so you can be assured that they are good quality. We are proud to say that by ‘shadowing’ us, our clients have made an annual return of 12.5% over the last four years** versus the FTSE 100’s 7.4%.

We currently have close to 400 carefully selected clients. Most of them have over £100,000 actively invested and the majority are DIY investors such as business owners, self-employed professionals and corporate executives. We also have clients from the financial services sector such as IFAs, wealth managers and fund managers. ISACO Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our firm reference number is 525147.

*15th November 2012: Internal estimation of total ISA and pension assets owned by ISACO Investment Team and ISACO premium clients.



**(31st December 2008 - 31st December 2012)



ISACO investment performance verified by Independent Executives Ltd.

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