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When your IFA uses Trust DFM, they are using an investment manager that thinks differently and thinks about you as a person, not a number.
We build your portfolio based upon your objectives. Clear objectives are the foundation of a great portfolio.
For those that want their investments to ‘do not harm’ to our planet, the Attenborough scale lets you mix your portfolio to the appropriate level.
No matter your objectives or investments we believe in managing your investments so that you are always in what we believe is the most appropriate investment.
We look at your investments everyday so that we can ‘bank gains’ when your investments have made a good return. We do this by ‘re-basing’ your investments at least every 90 days.
Every 90 days we’ll report to you about your investments through your IFA. This way you always know our thoughts and strategy for your investments.
In addition to a written report we’ll send your IFA a video to share with you that will tell you everything you need to know about how investments are performing.
For those people who want to reduce costs to the minimum yet still benefit from Active
Unlike many Discretionary Fund Managers, we think you should benefit from the economies of scale that using Trust DFM brings. This means that you’ll never pay more than 0.2% to have your investments managed. (This may or may not be liable to VAT, that depends on the chancellor!)
We think we should put our money where our mouth is. That means that our team will always be investing in the same things that you are. Of course, we all have different objectives, and so the mix of investment will vary from time to time.