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REVIEWING YOUR INVESTMENTS

Reviewing your investments is a balancing act. Pore over your holdings too frequently and you risk becoming hypersensitive to shifts in performance that are perfectly normal. But leave it too long and your complacency could end up eroding your returns. You have a regular dental check-up when there is nothing wrong with your teeth - you should do the same with your investments.

REGULAR CHECK-UPS

One of the best times to review your investments is when there are no obvious reasons to do so. Your personal circumstances haven’t changed - you’ve not got married or divorced recently, inherited a lot of money, or lost your job, for example. We recommend a full review of your investments on a regular basis as markets change.

THE BIG PICTURE

While a well-diversified portfolio is always a good idea, we invite you to discuss your underlying investments and overall asset allocation. Are you holding the right types of investments in the right proportions, in the most tax-efficient manner? Are you taking more risk than is necessary to achieve your goals, or more than you’re comfortable with?

YOU NEVER KNOW

We might find that everything is in excellent shape and we don’t need to recommend any changes on your behalf, but you’ve nothing to lose by giving things a regular once-over just to give you that extra added peace of mind.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.