We know how time- and resource-intensive the process of assembling your own portfolio from various components can be, and we also know that getting it wrong can have increasingly severe implications. Thus, New Road Capital undertakes in-depth research of asset allocations and offers a competitive rate for this service. New Road Capital partners with financial advisers who recognise the importance
of the investment function and the long-term benefits of sharing the responsibility with investment specialists. We offer two primary services to our clients, namely:
• A cost-effective range of actively managed unit trust Funds of Funds (FoFs) that cover various client risk profiles and are available on the popular adviser platforms.
• An adviser-orientated discretionary service whereby customised investment solutions are designed for your specific needs and exclusive use. New Road Capital believes in a collaborative investment approach, whereby both active and passive investment strategies are employed. Additionally, a combination of quantitative and qualitative tools are applied to the construction of portfolios so that a balance between risk and reward is achieved. As a result, our solutions are specifically customised to your client’s risk profile, competitively priced, and aligned with market conditions at all times, offering a clear value add for financial advisers. We know that you, as financial advisers, have various demands on your time but, by partnering with New Road Capital, a long-term partnership is formed that affords you the opportunity to focus on developing trusting relationships with your clients and growing your business.
