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Volatile markets
"If one is worried about volatility, then one should indeed diversify away from pure stocks into stocks / bonds/ cash" says Richard Bernstein, Merrill Lynch’s chief investment strategist. If one is upset by the recent volatility in the markets, then it indicates that one’s asset allocation is probably inappropriate. Remember, the main goal of asset allocation is that the day-to-day, week-to-week, month-to-month gyrations of the financial markets should have no impact on one’s ability to sleep at night.
Source: Richard Bernstein. Financial Times

The Armytage AAM Wealth Management Service

The AAM wealth management service is an established and successful service that has been managing money on a private client basis for over 10 years. While your financial advisor is there to advise you on areas of your personal finances, it is the responsibility of a wealth manager to solely manage your lump sum investments.
It is therefore extremely important that the person managing your money is a 'money manager' with the correct level of knowledge and experience along with the right qualifications to do so.

360 Financial have recognized the importance of having portfolios managed by money management professionals and have thus established a relationship with Armytage AAM in a bid to offer their clients access to top portfolio management advice. Through the established strategic relationship between 360 Financial and Armytage AAM, 360 have managed to package a unique service offering that combines diligent financial advice with professional top level portfolio management.

The Armytage AAM Methodology & Philosophy

We select investments and construct our portfolios in a disciplined manner, with an emphasis on identifying and controlling risk, avoiding speculation and by ensuring our portfolios are appropriately diversified. By using an active management approach and reviewing client portfolios on an ongoing basis we make sure that the methodology ends just as it started, with the client’s objectives in mind.
It is therefore extremely important that the person managing your money is a 'money manager' with the correct level of knowledge and experience along with the right qualifications to do so.

Actively Managed Portfolio Construction

Once the overall client investment objective & risk profile have been determined the approach used to determine the suggested allocation of a portfolio between the various asset classes is essentially a "top down" approach using "tactical asset allocation" The philosophy is firmly grounded in the belief that asset allocation is the most important factor in overall portfolio performance. The final fund selection stage involves quantitative and qualitative analysis of the funds within the best asset classes and regions already determined, leaving us with a selection of the best performing funds in the regions and asset classes offering the best opportunities.

 

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