High Service Levels

The services associated with investing in PIER Portfolios are similar to those of a stockbroker or wealth manager but at a fraction of the cost.

They include:

Fund selection based on clearly defined criteria to include: geographic mix, cost, size of fund, turnover, exposure to stock lending and tracking error
Rebalancing every quarter to ensure your portfolio remains at your specified risk level
Six-monthly investment committee reviews of the underlying funds to ensure they continue to meet selection criteria and are appropriate for market conditions
Six-monthly reports including a commentary on Portfolio Performance and Market Conditions, and also Individual Portfolio Summaries and Valuations
Easy transfers into ISAs to build up tax free funds
Other benefits including regular withdrawals and annual tax information covering both income tax and capital gains tax reporting.

Please remember that past performance is not a guide to the future. The value of investments and the income from them can go down as well as up, and you may not get back the amount you invest. PIER Financial Investments Limited does not give advice. FCA number 846470
Pier Financial Investments is authorised and regulated by the Financial Conduct Authority.
PIER Financial Investments Limited, 44-46 Old Steine, Brighton, BN1 1NH | Company No. 08519918.
Copyright © 2022 PIER Financial Investments Ltd.

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