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The Stirling House approach to Wealth Management is designed to deliver a personalised service.
Our Funds
From the first meeting with your Stirling House Adviser, your investment requirements are at the centre of everything they do. This starts with an in-depth understanding of what is important to you; what has led you here, your timescales and your future aspirations.
The Stirling House Funds have been carefully designed and crafted to span the entire risk spectrum. Within each
fund is a mixed portfolio of assets, all directly invested and actively traded within strict risk parameters by our
Active Fund Managers.
We take great care with the Stirling House Funds. Since their inception, we have always employed the very best counterparties to work with us on behalf of our Clients.
We are members of the Investment Committee, giving us the opportunity to oversee investment strategies and monitor performance, to achieve the best possible outcomes for our Clients.
We have aligned our risk-rated investment portfolios to the five Noble Orders of Architecture.
The imagery associated with the pillars becomes more elaborate as the risk of each portfolio increases.
The Tuscan Approach
This is the Defensive Portfolio, and as its name suggests, is a low-risk mixture of assets.
The Doric Approach
The DMS Stirling House Balanced Fund has been specifically designed for Low/Medium risk investors.
The Ionic Approach
This is the DMS Stirling House Growth Fund is a medium risk portfolio.
The Corinthian Approach
The DMS Stirling House Dynamic Fund is a medium to high risk mixed asset portfolio.
The Composite Approach
The Adventurous Portfolio, suits Clients who are happy with a higher risk approach to investment management.
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Stirling House Financial Services Limited is authorised and regulated by the Financial Conduct Authority N° 413234
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Enquiries@Stirling-House.com ♦ 0345 68 68 268 ♦ www.Stirling-House.com
Stirling House Financial Services Limited is a wholly owned subsidiary company of Mainstone Asset Management Limited
Registered in England and Wales Nº 07294049
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