Diversity by Design

Diversity by Design is one of our main objectives, it recognises that every portfolio must be tailored to the client that owns it, its to be their unique investment fingerprint.

Maximising the collective potential of a group of investment managers needs design: a considered, creative process, to tame the wild diversity. Set and forget, one style fits all, "Balanced Funds" are not our style and they should not be yours.

The world markets ebb and flow like a wild animal, more so now than ever before, so your investments need to be able to cope with this ever changing environment. They need to have a designed diversity to maximise potential in the underlying investment assets, the investment markets, and the investment managers.

Let us at Jason Dawson Financial Planning (JDFP) review your existing portfolio, or design you a new one.