Moneyfarm is often referred to as a roboadvisor. It is essentially a software that can give you a personalized investment plan and helps you put it into action.

In short, Moneyfarm does what a traditional financial advisor would. It determines your investor profile and decides on a course of action. It then allows you to implement this advice from the comfort of your own home.

Moneyfarm will invest your money for you in what it deems is the best way for you personally. You can start a general investment account, or even transfer your existing ISA account to the platform.

All you have to do afterward is sit back and watch your money work. Which is truly great. Unless, like me, this is something you enjoy doing.

Furthermore, with Moneyfarm you are benefiting from the combined investment knowledge of a knowledgeable team.

And we all know two heads are better than one. Having worked in the Financial services industry I can say with a lot of certainty that there are many Financial Advisors out there who are NOT looking out for your best interest.

They are simply looking at ways of making a quick buck and do not actually care that much about offering you the best options out there and will instead offer the products with they get the most commission from.

Conversely, Moneyfarm offers a simple service, with lower fees and no incentive to themselves to offer anything other than what they consider will keep the customer satisfied.

Not only are the fees low, but they are also easy to understand and you will get no hidden surprises. And, at the same time, you have some tremendous human support too, thanks to their advice center and customer support team.

In this sense, you really do get the best of both worlds with Moneyfarm. Investing in Stocks and Shares should in theory provide better returns than other places, such as savings accounts and bonds , but with the opportunity for better returns comes more risk.

If the market was to drop significantly or even enter a bear market, would you be able to wait months or even years for your investments to go back up?

The questions on this form are to determine your investor profile. The returns are the total returns, so include all dividends.

Peer Comparison Data Asset Risk Consultants ARC collects the monthly returns of a collection of discretionary investment managers including large Asset managers, private banks and Wealth Managers to create an index of the average returns for a given level of risk.

ARC benchmarks are as follows :. Where the relative risk to World Equities means you are taking approximately that percentage of the risk global stock markets.

Past performance is not an indicator of future results. P1 Portfolio ARC does not produce an index that is a suitable comparison for P1, as it does not contain any equity.

Transfer your existing ISA or pension or fund your portfolio directly by Direct Debit or bank transfer. Sulla base del tuo profilo e dei tuoi obiettivi, componiamo il portafoglio diversificato su misura per te.

Ci concentriamo sullo studio dei mix di Asset Class corretti per il profilo e gli obiettivi del cliente. Per qualsiasi informazione:. Download as PDF Printable version.

Deutsch Edit links. Investment services. We are eager to discuss your marketing needs and answer any questions you may have. Feel free to contact using any of the options below to get started!

Address: 7th St N. Fargo, North Dakota Telephone: But make no mistake - we won't risk your balance sheet in search of a home run.

We're here to protect your bottom line and create more profitable sales - period.