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MKC Investment Management

We offer a range of actively managed, risk rated, investment portfolios designed to help you accumulate wealth over the longer term, each offering a different level of risk exposure to meet your investment needs. Our models are diversified across different asset classes to provide you with the right amount of exposure to meet your desired levels of capital growth and to provide some protection should the capital markets experience volatility. We apply a careful and robust approach to selecting the right combination of investment funds and fund managers for inclusion in your portfolio and we keep the performance of each fund and the combination of the funds under close review. Squaremile our investment partners are there to provide us with market leading fund research to enhance our service to you. As discretionary investment managers, we can make investment decisions on your behalf within an agreed mandate, with a view to optimising portfolio performance. We run model portfolios designed specifically to meet the needs of MKC Wealth’s clients.

What you can expect as an investor

Investing with us means you can expect to receive a comprehensive investment solution and the assurance that through our care, diligence and expertise that your investments will be in safe hands. Joining forces with your financial planner means that the investment solution directly maps to your needs, providing you with the best opportunity to meet your lifetime and financial goals.
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You will also benefit from the following:

  • Regular updates on your portfolio performance including quarterly reports.
  • On demand access to your portfolio through your selected investment platform.
  • Formal quarterly reviews of your portfolio to ensure it stays aligned to your investment strategy and risk profile.
  • Insights and market updates directly from our Investment Managers.

Is it right for me? – Our portfolios have been designed for clients who have engaged for financial planning services with MKC Wealth. They are likely to be suitable for you if:

  • You are seeking a long-term return from your investments in the form of capital growth
  • You are looking for a cost-effective way to invest
  • You want the re-assurance that your investments are being managed by skilled professionals who work closely with your financial planner to ensure you remain on track to meet your financial goals.
  • You enjoy the comfort of having access to clear and regular updates on your portfolio.
  • You understand that investing in this manner is for the longer term and may place your capital at risk of loss.