From the start of the crash to January 2010 ALL of our pre-crash portfolios are up in value, net of ALL costs (the crash started in October 2007). Compare that to how your adviser's/stockbroker's portfolios fared... During this period, we understand most portfolios have fallen some 15-25%.
Look in Our investment philosophy for how we achieved that for our clients.
Take a walk through the site. Then decide if you feel you ought to open a dialogue – we will normally be glad to speak to you on a no-obligation basis to see whether we can help you to achieve your goals and determine if we are the right advisers for you. We look forward to hearing from you. It costs nothing to contact us.
Should we then have a no-obligation 'Discovery' meeting, after that we shall write to you with the issues, as we see them, the services we propose to provide to improve your position, and the clear cost to you should you decide to instruct us to act for you.