Trend Following Portfolios

Consider a low cost, risk controlled investment strategy.

Discretionary Investment Management

Index Tracking Trend Following Portfolios

We are able to offer through Crossing Point Investment Management, a new range of tactically managed index tracking portfolios aimed at protecting investment and pension funds from large stock market falls, mitigate sequence of returns risk and reduce volatility allowing investors greater confidence in consistent returns.

Crossing Point Investment Management take all the advantages of passive funds such as low costs, accessibility and liquidity whilst applying a unique investment ability to capitalise upon upward market movement while avoiding significant market falls. This active management process uses a sophisticated and adaptive algorithm which responds to evolving stock market conditions by signaling when to buy into equity assets as they start to build upward momentum, but also when to leave the asset when markets reverse and move to the security of safer assets to protect gains.

The five Guardian portfolios are designed to protect income paying portfolios by smoothing longer term returns. These portfolios are designed to assist in an efficient, reliable, low-cost decumulation pension strategy.

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

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