Our service
 
 

McInroy & Wood provides a single service – discretionary investment management for private clients, families, trusts and charities.

 

An investment portfolio is just like a garden; if it is not properly looked after, on a continuous basis, it will soon deteriorate.

For some people, probably a minority, the management of their investments is a fascinating hobby. It requires good sources of information and advice, a generous measure of flair, and the willingness to devote a lot of time to it. Others may be interested to a greater or lesser extent in financial matters, but do not have the aptitude or the time to do it themselves. If you fall into the latter category, your needs are likely to be best catered for by means of a discretionary investment management arrangement. This means that you appoint a manager in whom you have confidence to assume responsibility for the day-to-day management of your investments. Having agreed with you a framework of policy and objectives, your manager will take all specific investment decisions at his or her “discretion”.

In addition to managing individual segregated portfolios, our service includes the provision of pooled portfolios utilising, where appropriate, a unit trust structure to hold direct investments around the world. While originally designed as a facility for our discretionary clients others, including professional advisers and experienced investors, have also found appeal in these funds outwith our discretionary service.

Those not requiring a discretionary service can invest directly in the MW funds.

 

Our investment philosophy is directed primarily towards the preservation of the real value of our clients’ capital and its purchasing power over time. We aim to achieve for clients the best total return (capital gains plus income received) consistent with the avoidance of undue risk, balancing capital and income requirements.

 

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