Due to requests for our personal investment service to be offered directly to advisers, we have purposely designed a service specifically aimed at the adviser market for those who like their rewards a little higher for their clients.
Benefits of ISACO Wealth for advisers
- By finding out where an expert invests, the adviser has the opportunity to mirror his trading activity
- The potential for attractive returns for you and your clients
- A solution to RDR: Post 2012 when trail commissions stop, you have an RDR compliant way that allows you to continue to charge clients a fee for service
- The opportunity for recurring revenue via your adviser contacts and network. We offer a generous 30% fee for all business referred to ISACO
- Tremendous value: Our charges are only 0.5% per £1m AUM
- You can personally tailor our service so that it’s suitable for your investor clients' varying risk profiles
Find out where an expert invests
Our personal investment service allows the adviser and their clients to buy the same funds as our star-performing investor. The adviser keeps full control of their own account, their client accounts, enjoy a close relationship with a trusted expert and benefit from the potential for attractive long-term returns. Our investment expert has been successfully investing in Stocks & Shares ISAs since 1997. During this time, outperforming the market* has helped him amass a six-figure ISA portfolio. In the most recent three year period** he has made an average yearly return of 17% compared to the FTSE 100's 7.9%.
*Source: Yahoo Finance: Cumulative return (31st December 1997 – 31st December 2011) Stephen Sutherland 56.4%, FTSE 100 8.2%. ** Source: Yahoo Finance: Average annual return (31st December 2008 - 31st December 2011) Stephen Sutherland 17%, FTSE 100 7.9%. ISACO investment performance verified by Independent Executives Ltd
Downside risk protection
With this new service, advisers are informed throughout the year what ‘best of breed’ funds our investor currently owns, when he’s buying and when he’s moving into the safe harbour of cash – helping them enjoy more control and manage their own portfolio and their clients' portfolios more effectively. ISACO Wealth for advisers gives advisers the opportunity to form a valuable long-term partnership with ISACO, one of the UK’s leading ISA and pension investment experts. Our expert investor becomes the adviser's personal fund researcher, fund picker and market timer allowing the adviser to spend less time on an 'investing' role and more time on growing their business.
Freeing up your time
By taking the stress out of knowing what funds to buy and when to buy them, our service allows advisers to focus their time on important client facing roles such as bespoke financial advice and personal wealth management recommendations. As our investor grows his wealth, the adviser and the adviser's clients grow theirs. Each and every day the adviser (not the adviser's clients) receive a daily market update, written by our expert in plain English, designed to educate, inform and empower. Each update helps keep the adviser's finger firmly on the pulse of the market and acts as a daily thermometer, giving the adviser a feel for what is going on with the market at all times.
An expert’s long-term outlook
Daily updates include details of which ‘best of breed’ funds our investor personally owns, allowing the adviser the luxury of replicating his fund choices in their own investment accounts and in their client accounts. In addition to the daily updates, advisers also receive a monthly edition of The Big Picture, giving the adviser our expert's longer term investment outlook. Because the adviser controls their own accounts, it allows them the freedom to invest as little or as much capital as they like. How it works is simple: when our investor makes a trade in his portfolio, the adviser finds out about it. Once they discover he’s taking action, the adviser has the opportunity to mirror his trade in their own account and their client accounts.
Reassurance in difficult times
Our expert shares with the adviser, 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. In times of market uncertainty and increased volatility, daily expert communication and pre-market intelligence helps provide reassurance, insights and clear guidance. Over time the adviser expands their investment knowledge and creates the tough emotional tolerance needed to succeed in the global financial markets over the long-term.
If you're a financial adviser and would like to know more about ISACO Wealth, please get in touch by calling me on our freephone number 0800 170 7750 or emailing me direct at Paul@isaco.co.uk and I’ll be happy to help.
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.
Find out where an expert invests
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 Wealth, our personal investment service, allows you to buy the same funds as a star-performing investor. You find out where he invests, keep full control of your account, enjoy a close relationship with a trusted expert, and benefit from the potential for attractive long-term returns.