How Does the Investment Process Work?

Published by Sophie Fillmore on 2020 10 15

How Does the Investment Process Work?


Have you ever wondered how your Financial Adviser makes the recommendations that they do? In this video, Director Gary Cretton, explains the process by which KDW ascertains a client's risk profile to then select funds that will help the client reach their desired financial goals.  

Gary also talks about the importance of multi-asset allocation, and KDW's quarterly monitoring of all the funds in order to make sure our clients are invested in the right funds.

If you have any questions about the investment process, or indeed any other aspects of financial planning, please do not hesitate to get in touch with us today. 

The Investment Process

In this video, Director Gary Cretton talks about the Investment Process to give you some insight into how Advisers make the recommendations they do.

Watch on Youtube