Every client’s investment requirements are as unique as their circumstances and Copia’s services are designed to offer IFAs a highly personalised approach to discretionary fund management.
Differing client objectives will require alternative portfolio considerations and this translates to different asset allocation holdings. The Copia Optimiser is a proven mathematical tool that constructs portfolios tailored to meet specific client objectives, subject to a number of inputs and constraints. It works on the Nobel Prize winning principle of Mean-Variance Optimisation.
IFAs working with Copia can be confident that our Optimiser will ensure their clients are always offered cost effective, diversified and multi-asset portfolios, each individually designed to address their precise needs.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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