A Discretionary Managed Portfolio Service with a difference - The Barmac Way

All model portfolios are designed with input from Professional Advisers in order to fit with the firm's and their clients' ethos;

Model portfolios designed to cover the Professional Adviser's client bank and their clients' needs;

Reduced administration for the Professional Adviser in terms of portfolio management and investment switching;

Reduction of risk to the Professional Adviser in terms of compliance and investment accountability to the client;

All client communication is via the Professional Adviser;

A strict No Conflicts of Interest Policy;

Direct communication with Andrew Bartles and Andrew McCarthy not only to discuss portfolio construction, but also to discuss the ongoing investment management of model portfolios and client reporting;

Highly competitive flat annual transaction fee based on funds under management;

Our service is conducted in line with established procedures which are subject to independent audit and scrutiny.

If you would like to discuss our Discretionary Managed Portfolio Service in more detail please contact us