Lycetts Financial Services

Independent Clever Adviser

Lycetts Clever Adviser service aims to limit the extent of falls in a portfolio by monitoring funds against key criteria and replacing funds where necessary.

Clever Adviser uses up to 10 qualitative and quantitative measures of investment performance including volatility, risk rating, Alpha, Beta and Sharpe ratios. Each measure produces a prioritised and weighted score, which determines a fund for each sector.

Funds are measured monthly, and when a change is recommended, this is conveyed by email which requires a client response before a switch can be made. The underlying asset allocation between sectors is in line with Lycetts model portfolios.

For more details regarding our Clever Adviser service, do not hesitate to contact us today.