Each of our model portfolios is tailored to suit different risk and return objectives with an overall target allocation to growth assets (eg shares) and income assets (eg fixed income). For example, our 60/40 portfolio will have a target allocation of 60% to growth assets and 40% to income assets.
Cambridge Partners will work with you to determine a strategy that best meets your needs and objectives. We may recommend one of our model portfolios or work with you to design a bespoke portfolio based on your individual objectives and preferences.
Which type of investment strategy is suitable for you will depend on a range of different factors, including:
A summary of each of our model portfolios is available from any of our Advisers, or by contacting the office. Click here if you’d like to visit our Socially Responsible Investment (SRI) page.
We offer a no obligation review of your situation.
We will call you on the number you provide.
Want to know if we’re a good fit for you?
Or just want to know more about your options?
Book a free 15 minute call with one of our Associate Advisers.
Let them know a little about your situation, and they’ll be able to answer your questions and help guide you in the right direction.
We’re here to help.