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CIP

Centralised Investment Proposition (CIP)

Our CIP caters for clients wishing to invest in risk profiles 3-8, as defined by the eValue risk profiling tool. We have a key focus on risk management ensuring our wide range of PROFILES operate within defined volatility parameters.

The 4 options within the CIP are:

ACUMEN Only PROFILE – a well diversified basket of Exchange Traded Funds (ETFs), managed by Tavistock Wealth in conjunction with ishares-blackrocklogo

Partner PROFILE – 50% allocation to a basket of active managers run by a 3rd Party DFM / 50% allocation to ACUMEN

TW PROFILE – 50% allocation to a basket of active managers run by Tavistock Wealth / 50% allocation to ACUMEN

Tavistock PROFILE – 50% allocation to a basket of active managers run by Tavistock Wealth using research allocation models from BlackRock / 50% allocation to ACUMEN

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