Wealth Management Essentials

Our Distinctive Approach to Portfolio Management

When it comes to investment expertise, National Wealth Management believes in providing you with the best. While some firms choose to employ in-house counsel, we select funds and create portfolios based on the expertise of fund managers known nationally and internationally for their outstanding ability to manage a range of funds.

This approach has a number of advantages for our clients:

  • It gives us the freedom to select first-class managers from the global investment market to manage the funds we select on behalf of our clients
  • It enables us to update a client's portfolio based on their investment profile 
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles