Our Investment Process
With so many options available and so many uncertainties, how do you choose what’s right for you? Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
The Foyle Financial Investment Process creates a framework for us to assess and agree your attitude to risk and then to build and manage an investment portfolio to match. By working through a series of logical steps, you will gain a better understanding of the reasoning behind our recommendations and be confident in the resulting choice of investments.
The stages of our Investment Process are shown below
- Fact Finding re your current situation
- Risk Assessment & Discussion
- Asset Allocation
- Fund & Provider Selection
- Reviews and Rebalancing