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Portfolio planning and management

One of the most important rules of portfolio management is to diversify investments in order to optimise the balance between risk and reward and rebalancing to maintain that balance.

Using investment funds contributes to this objective and selecting investments and deciding on a portfolio strategy is a complex task. The range of financial products, particularly those involving funds, is becoming increasingly wide and complex. The diversity of these funds and the volume of information available can make it difficult to identify good quality funds and build a portfolio to meet your needs.

At Capstone we are able to recommend the best from the entire market. Systematically analysing the funds available in the market and selecting only the best in each category.Our selection is built on an open architecture model giving access to funds offered by more than 100 management companies.