CFM Investment strategy

When you sit down with us, we will analyze your financial situation. In order to help you achieve your financial and investment goals, we first need to understand why you are investing, as this will enable us to decide which types of assets, countries and industries your portfolio should focus upon.

Properly researched it is extremely possible to buy a selection of assets and hold them for the long term without having to make frequent changes. This is why we focus on researching each investment wholly. Each financial situation is unique; although we are firm believers in the benefits of long-term investments, there can often be short term opportunities that will enhance your portfolio. Our investment managers have the knowledge and experience to capitalize on short term tactical decisions that may benefit you and your goals in long term.

The makeup of your investment portfolio is dependent upon your attitude to risk. Capital Financial Markets Limited have 10 risk graded strategic allocations, risk grade 10 meaning full exposure to UK Equities. Your attitude to risk may be dependent upon what stage of life you are in. Clients in their 30’s with a family may want their portfolio to generate income. In contrast clients in their 50’s may want to solely focus upon building a pension, and thus they may have a requirement for a risk grade 5 portfolio with only 50% exposure.

The full list of Strategic allocations and further information can be found here:

https://capitalfinancialmarkets.co.uk/wp-content/uploads/2018/12/CFM-Risk-Grades-Template.pdf (update with marketing brochure)

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