Costs & Taxes Matter
Monday 14 May 2007
At Murray Round, we believe investment portfolios should be constructed with costs and taxes in mind. Accordingly, we strive to deliver low-cost portfolios to our clients. Fortunately, this does not mean that portfolio returns are sacrificed. In fact, Murray Round portfolios have delivered outstanding returns to clients, compared to many in the marketplace.
To achieve this, we invest clients’ capital with investment managers who adopt a rigorous and structured approach to investing. This helps reduce the cost of portfolios, as these managers tend not to employ highly paid analysts and researchers purely to ‘pick’ the best assets. Utilising these preferred managers also helps lower the level of turnover within a portfolio (i.e. the buying and selling of securities) to further reduce costs.
Overall, the result is a much more cost-effective investment portfolio for our clients, than could otherwise be achieved by using more “active” fund managers.
Each of these core investment beliefs helps ensure a successful investing experience for each of our clients.
These beliefs are documented in greater detail in our Investment Philosophy, which all new and existing clients benefit from.
Categories: Asset Class Management, Active Funds, Wealth Management
posted by Murray Round Wealth Management @ 19:27,
The Authors
Nicholas Round
Nic is the Managing Director of Murray Round Wealth Management Limited, who seeks to ensure the advice provided is truly independent. Based in Shropshire with clients local, national and worldwide, Nic has strived to find the best possible service for his clients needs, by researching and studying the market, trends and philosophies. Nic strongly believes Asset Class Management will bring his clients Financial Freedom, Independence and Happiness.
Kirsty
Kirsty is our communication guru. Managing information requires considerable due diligence and her passion for organisation gives the clarity we all seek. From Shropshire, with a Psychology Degree and much travelling, she is now back in Shrewsbury...and London often, keeping us all at Murray Round focused.
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