ISACO offers a personal investment service that allows you to find out where an expert invests. You’re informed throughout the year what funds a star-performing investor currently owns, when he’s buying and when he’s moving into the safe harbour of cash – helping you enjoy more control, manage your portfolio more effectively and benefit from the potential of outstanding long-term returns.
Nobody offers a service like ours, so prospective clients always have lots of questions. This latest series of posts is designed to answer these questions. Let’s begin.
What makes ISACO unique?
Over the last decade and after speaking to thousands of ISA and SIPP investors, we’ve learned that individuals are overwhelmed by investment choice – especially when it comes to selecting investment funds – and want a simpler solution. They’ve told us they want to know what experts are doing with their money so that they can do the same.
In response, ISACO created a personal investment service which shares on a daily basis where an ISA expert invests his own money. You’re informed throughout the year what ‘best of breed’ funds our expert currently owns, when he’s buying and when he’s moving into the safe harbour of cash – helping you enjoy more control, manage your portfolio more effectively and benefit from the potential of outstanding long-term returns. Our service aims to provide a long-term capital growth solution for ISA and SIPP investors.
How long has ISACO been running?
ISACO began trading in November 2001.
Is your personal investment service regulated by the Financial Services Authority?
Yes. ISACO Ltd is authorised and regulated by the Financial Services Authority. Our FSA firm reference number is 525147.
Do any other financial services companies offer this type of service?
No. Some companies periodically tell you where their experts are investing, and others on occasion share where their Directors are investing, however where we differ is ISACO offer this information on a daily basis.
Is your service classed as ‘financial advice’ or ‘investment advice’?
It’s neither. Our service or any part of it does not constitute financial or investment advice and should not be used as the basis of any investment decision, nor should it be treated as a recommendation for any investment.
Our information is for general interest only and should not be taken as an invitation to purchase or sell any specific security. The service allows you to ‘see’ what our investor is doing with his money, which means you may decide to replicate his trades within your own account. However, the decision to do such a thing would be your decision. We suggest that if you're unsure of the suitability of an investment you should speak to a financial adviser.
Is this service leaning more towards ‘guidance’ than ‘advice’?
Yes. Some clients describe the service as strategic and tactical guidance. Our expert shares with you in a very concise way, what he’s invested in, what his current take is on the market, and which direction he believes the market is likely to head.
How does this service work?
Our personal investment service allows clients to ‘mirror’ our expert investor's ISA trading activity. Our investor invests in high quality investment funds allowing a wider diversification to his portfolio whilst at the same time helping to lower risk. When our investor makes a trade, clients find out about it. Once they discover he’s taking action, clients have the opportunity to mirror his trade in their own investment account.
It sounds like we share the gains and share the difficult times together?
That’s exactly right. ISACO grows 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 good times and the bad times. 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 like you 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 peace of mind – knowing we will always be on your side and always act in your best interests.
How can I find out more?
You can request a call back from one of our dedicated Wealth Team to answer any questions you still may have. You can also call us direct on our free phone number 0800 170 7750. If you have any questions or thoughts on the points I've covered, please leave a comment below or connect with us @ISACO_ on Twitter.
Please note past performance should not be used as a guide to future performance, which is not guaranteed. Investing in Funds should be considered a long-term investment. The value of the investment can go down as well as up and there is no guarantee that you will get back the amount you originally invested.
ISACO was established in 2001 by brothers Stephen and Paul Sutherland and is the first financially regulated firm to offer adventurous ISA and SIPP investors a unique personal investment service that shares on a daily basis our star-performing investor’s thoughts, personal insights and investment decisions.
Clients enjoy being informed throughout the year what ‘best of breed’ funds our premier investor currently owns, when he’s buying and when he’s moving into the safe harbour of cash – helping clients enjoy more control, manage their portfolio more effectively and benefit from the potential of outstanding long-term returns.
For more information about ISACO and our Investment Guidance Service, please read our free brochure.