Our Approach

At AV Trinity we recognise the importance of being able to offer a robust investment process, to maximise the potential for returns within clients’ risk parameters. We believe that appropriate asset allocation and fund selection form the key drivers to delivering superior long-term investment returns for our clients. We also believe that investments need to be managed actively and monitored continuously, by dedicated investment professionals, in order to deliver the potential for the best possible returns. This is achieved by clearly establishing our clients’ investment objectives and attitude to risk, before utilising the expertise of Fund Intelligence Limited, a specialist independent research and portfolio management company. This means that our clients will have a distinct advantage, in that the funds which we will be recommending will have been assessed and (perhaps more importantly) monitored continuously, by a specialist fund management group which concentrates all of its daily resources on asset allocation and fund selection. Where appropriate, Fund Intelligence will undertake the day to day investment management on a discretionary basis, but within an agreed framework of risk and stated objectives. However, we will remain your point of contact and will oversee the relationship. Regular face-to-face meetings will be arranged to ensure that you are happy with the progress of your investments and tax-planning.