The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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7IM: Your trusted MPS provider

Trusting others to do things for you isn’t something everyone is comfortable with, and often relinquishing that control can be challenging. But sometimes it’s necessary; doing it yourself isn’t always the best thing to do. After all, if you had a toothache, you’d visit the dentist. Or if there’s rewiring to be done, it’s better in the hands of an electrician.

And if you’re an adviser running your own model portfolios, it might make sense to trust an external investment team. By outsourcing most of the legwork to us, you’re avoiding the chance of removing the wrong tooth, or an unexpected electric shock, freeing you up to focus on your all-important relationships with your clients. After all, in times of financial stress, you’re the person that THEY trust.

Over the past month or so, we’ve highlighted six key pain points, which advisers who are running their own model portfolios are dealing with. Whether it’s operational and administrative burdens, meeting regulatory obligations, keeping a close eye on the markets, or simply facing time constraints that keep you away from meeting clients, running your own model portfolios is hard.

We KNOW the challenges associated with running model portfolios, because we’ve been doing it for a decade.

And during our ten years of running model portfolios, and through close collaboration with advisers, we’ve built processes to tackle them head on. Whether your clients are looking for an affordable, passive portfolio, or something that’s actively managed, we’ve got a broad range of options available and we’re sure there will be one that’s right for your clients.

We also recognise that every business is different, with a unique set of clients, preferences, and plans for the future. Which is why we offer the 7IM Partnership Model Portfolio Service, designed in collaboration with each adviser to provide a tailored solution that has their clients’ best interests at the very heart of it. All the heavy-lifting comes as standard, with the ability to evolve as your business evolves – a partnership in every sense of the word.

And remember, this service doesn’t have to cost the earth. We pride ourselves on offering flexible and affordable solutions, designed to make your life easier. So, as we said at the start of this series, don’t do it yourself. Partner with us and let our dedicated team of experts handle the running of the model portfolios, therefore giving you time to focus on what really matters – your clients.

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