Discretionary

Discretionary

Discretionary

Discretionary portfolio management solutions at Trent Oaks Patterson are ideal for investors who have their own investment requirements and objectives but prefer to assign the daily management of their assets to the expertise of professionals.

The relationship that develops between our clients and advisors is at the centre of our endeavours. In order to cater to your individual needs, there is a wide selection of flexibility in the construction of portfolios. We offer a number of traditional models with varying risk and return attributes, and offer wholly bespoke options.

Trent Oaks Patterson Capital Management believes in the value of having a complete overview of your total investment situation, including your investment goals, risk threshold and time horizon requirements which allow us to select the most appropriate asset allocation and to achieve the best possible risk-adjusted returns.

For further information, please contact us at privateclients@topcm.com