About Sinfonia
Although part of the Tenet Group, Sinfonia Asset Management is a company in its own right and arose from a desire to offer something unique in terms of both service and proposition. Sinfonia has designed an end-to-end investment process that offers the client a value for money product whilst rewarding the adviser and other service providers more fairly.
Here’s how that relationship works in practice…
| Client | Adviser | Sinfonia |
|---|---|---|
| You meet your adviser | You work with your adviser to identify your investment objectives, time horizon and attitude to risk. | We provide investment-needs analysis tools which your adviser can use to accurately identify these key considerations. |
| Your investment | Your money is allocated to the IFSL Sinfonia OEIC sub-fund that best meets your needs. | FundQuest populate the sub funds to reflect the overall objectives with carefully selected funds. |
| Constantly reviewing your investment | Your investment is monitored and managed by expert fund managers. | Asset allocation is regularly reviewed and rebalancing carried out where necessary to keep the investment in line with your objectives. |
| Your review | Your investment objectives, time horizon and attitude to risk should be reviewed at regular intervals as agreed with your adviser. | We offer access to optional online annual reviews to save you time. |