Most investors seek better ISA and SIPP returns. The reason why so many investors desire higher returns is because unless they achieve good growth, they may undershoot their long-term investment aims. Missing key targets could result in them being forced to downgrade their lifestyle upon reaching retirement; a scenario many investors find completely unpalatable.
In this post we'll explore the key differences between ISACO and an adviser in more detail. As a reminder, when we look at a performance and fee comparison of ISACO versus an adviser, we’ll be using a comparison over a ten year time span and in our example we will be using an individual with a £250,000 portfolio.
In the second blog in this series we'll compare ISACO’s investment charges with those of a typical financial adviser.
My name is Paul Sutherland, I'm ISACO's Managing Director and a regular contributor to this blog. In this post, I wanted to share my personal experience of Shadow Investing over the last eleven years*.
I have been Shadow Investing my brother Stephen since the year 2000. Stephen Sutherland is ISACO's Chief Investment Strategist and bestselling author of Liquid Millionaire. Stephen is one of the UK's leading growth fund investors and a regular commentator on business television, radio, personal finance newspapers, magazines and other investment media.
Some people who are interested in our Investment Guidance Service want to know more about portfolio protection in falling markets. In this post, I’ll look at this in more detail.
Our secret weapon is ISACO’s lead investor. He’s a trend follower and market timer, whose aim is to get in sync with the market’s trend and direction. Rather than swimming against a current, he prefers to swim with it. A full economic cycle lasts about 5 years and consists of a bull market and bear market. A bull market is when the market forms an uptrend and a bear market is when the market forms a downtrend.
People who like ISACO’s Investment Guidance Service brochure normally ask ‘how’ we’ve helped our clients achieve market beating performance.
We have been successful in helping our clients achieve better ISA performance by offering investment guidance from an investor who has historically ‘beaten’ the stock market. Using a talented investor with a great track record has proved to be ISACO’s secret weapon.