Stephen, my brother and ISACO’s lead investor, was recently talking to some of our clients to discover if they were happy with our service. He asked some interesting questions and today I’d like to share their responses with you.
Paul Sutherland
Recent Posts
Tags: Shadow Investment
Questions we're often asked - Who are your clients?
ISACO provides a premium investment service for DIY investors. The service is unique, so prospective clients always have a lot of questions.
In this post I'll focus on a question we're often asked - 'Who are your clients?'.
Tags: FAQs
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. However, we also have clients from the financial services sector such as IFAs, wealth managers and fund managers. Even though we have clients such as IFAs, wealth managers and fund managers, a question that we are sometimes asked is 'What are the differences between you and an IFA?'. In this post, to help answer this question, we'll look at 5 things you need to know about IFAs:
Tags: ISACO vs an adviser
ISACO is a small, warm and friendly ISA and SIPP Investment company who offer an easier way to grow your ISA and SIPP. Together with our clients, we have £57 million actively invested in ISAs and Pensions.* Over the last three years, we’ve been fortunate to achieve attractive growth on our assets of 60.2% versus the FTSE 100’s 25.6%.*
Tags: Better performance, ISACO Wealth, Achieving your investment goals
3 questions we're often asked - the who, what and why?
ISACO provides a premium investment service for DIY investors. The service is unique, so prospective clients always have a lot of questions.
In this post I'll focus on three key questions they often ask - the who, what and why?
Tags: FAQs, ISACO Wealth
Aiming for market beating returns with your ISA and SIPP
ISACO have developed a method to help investors like you aim for market beating returns. You might ask why market beating returns are so important? The answer is simple, they help you to arrive at your financial goals faster.
Tags: Investment funds, Better performance, ISA growth, ISACO Wealth
Shadow Investing: My personal experience during recent falling markets
Back in February I outlined my own personal experience of Shadow Investing. In this post I want to tell you more about the performance I've achieved in falling markets too.
Over the last eleven years* the market has been in a sideways trend, which has resulted in the FTSE 100 making a cumulative loss of 15%. To make money over this period has been tough. However, by copying my brother Stephen’s trades over this time I’ve made a cumulative after tax gain of 27.1%.
New service packages: ISACO Wealth Gold & Platinum
For the first time ISACO Wealth, our unique personal investment service, is now available in two distinct service packages - our Gold and Platinum packages. This means that even more people can now join nearly 400 UK investors already benefiting from ISACO Wealth.
Tags: ISACO Wealth