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At
Scott Fitzgerald Group our private client fund manager understands
your personal specific objectives and designs a portfolio
that balances your individual tastes and preferences together
with your individual risk tolerances. Discretionary asset
management requires your fund manager to closely work with
all the other functions here at Scott Fitzgerald Group. For
example, our investments specialist will provide the outline
suggestions required for asset allocations and stocks and
funds held in your portfolio but your fund managers responsibility
will be to construct the exact asset allocation required for
and by you. His job will be to constantly monitor and reassess
whether the current investment portfolio meets with your requirements.
Working closely with the tax planning departments your fund
manager will ensure that accurate financial tax planning will
result in the proper management of your wealth.
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