Tavistock Wealth manages a series of risk progressive “model portfolios” designed to meet the differing needs of individual investors. The ACUMEN PORTFOLIOS use Tavistock’s passive investments portfolio construction and are regulated to the “gold standard” of European regulation – UCITS IV.

"Over 90% of UK funds are unable to outperform an index for three years in a row." FT, January 06, 2012

Tavistock Wealth believes that its multi-asset ACUMEN PORTFOLIOS are likely to outperform their sector because they track global markets and cost significantly less to run than typical active funds.

"Most investors will find that the best way to invest in common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results delivered by the vast majority of investment professionals." Warren Buffet



Supplementary Information Document