Joseph R Lamb launch new Discretionary Premier Investment Monitoring Service
We are delighted to announce that following Regulatory approval last year, and a significant investment into new process and controls, that our PIMS service will now be offered on a Discretionary basis. This means that we will have more control over the timing of our investment changes within the Portfolios, and will help us to be able to switch out of the markets, if needed, much more swiftly. We are confident this should deliver much better returns for our PIMs clients. Existing clients will receive a mailing inviting them to join very shortly, and going forwards all new clients will be offered the new improved service.
As well as our ongoing monitoring of the portfolios, and investment switches as and when required, we will provide an email investment alert service as part of the new ‘D-PIMS’ improvements, to help investors be more informed with our ideas and strategy. We are planning continued improvements, and a specialist commodity and index tracking Discretionary Service to be launched later this year.
To obtain further information please click here:
(link to ifa@josephlamb.co.uk)