Concepts Discretionary Investments
Since 2018, Concepts Discretionary Investments has been offering a series of effective, low cost, discretionary managed portfolios to clients of Financial Advice & Services and Magee Gammon Financial Planning.
Investments
Each portfolio has been expertly designed to meet the needs and objectives of our investors, whether they be Private Individuals, Corporate Clients, Charities or Trusts.
Investment Process
The foundation of the CDI portfolios is the work of the FAS Investment Committee that combines the experience and investment expertise of the FAS advisory team with investment experts at Apollo Multi-Asset Management, who sit on the Committee as external members.
Key Benefits
Our portfolios are designed to provide consistent, cost effective discretionary managed solutions for investors. Risk management, competitive pricing, income generation, diversification and performance analysis are just a few of the many key benefits.
