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 The
NI Wrap, as the name implies,
"wraps" a variety of investments under one account. Instead
of paying front-end fees for every transaction, clients have
the benefit of having this waived. Instead clients only need
to pay a low annual advisory fee. This is not only a financial
benefit but serves to align the interest of the adviser with
clients.
We've
made it the answer to all your investment needs. A flexible
and effective tool, it simplifies the whole concept of investing.
It is innovative, highly personalized and tailored to fit
your specific financial requirements. With the NI Wrap, clients
also have the freedom to choose between advisory or discretionary
mandates.
In
all cases, our advice is built around our model
portfolios. Our model portfolios
are unique in that we have distilled the best of institutional
portfolio management techniques for our clients.
Unlike other firms, we treat investment advisory as an integral
part of one's financial plan.
We advise on your investments in the context of your financial
plan, always.
Contact us to find out more about
the NI Wrap account
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