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Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
OUR PROPOSITION
Asset Allocation
INVESTMENT OVERVIEW
INVESTMENT OVERVIEW
Alpha Beta Model Portfolios are designed to provide value for money, ‘Risk First’ managed investments that take advantage of the cost and style benefits associated with passive investing coupled with active managers where appropriate. We keep dealing and transaction costs to a minimum. We are specialists in forward looking Dynamic Asset Allocation.
Alpha Beta Partners delivers outcome orientated quality portfolios at low cost for retail clients, only available through financial advisers. Our investment team have developed an advanced application of institutional techniques based on their extensive experience and are tailored to the retail sector.
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