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Analysis and Monitoring Service
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RichardAllenInvest has been created to support IFAs through the provision of quality investment research and improved market insight.
The objective is to be the ‘eyes and ears’ for client IFAs, giving an independent and bespoke insight into investment houses, their funds, fund managers and the wider investment community, thus allowing the client IFA to concentrate on servicing their clients. The aim is to provide a level of service usually only available to stockbrokers, discretionary portfolio managers and national IFAs.
Working on a consultancy basis, RichardAllenInvest’s role is to alleviate the ever increasing workload that falls on IFAs by taking responsibility for investment matters but without the IFA losing control. Using a robust methodology, RichardAllenInvest is not only available to advise the IFA on initial fund research and the formal creation (or adjustment) of panels/buylists but also, more importantly, the onerous task of ongoing fund performance monitoring.
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