‘We all believe in and follow the same process and proposition’

‘We all believe in and follow the same process and proposition’

How advisers invest: Belmayne Independent Chartered Financial Planners partner Jon Stevens discusses the company’s approach to investment management.

Could you explain your approach to investment management: in-house, outsourced or a combination of both?

We outsource our investment management. A few years ago, I spent a lot of time picking the brains of various advisers I knew
or, more often, had just met at seminars or events, to see how they did it and what had influenced them. So many people had such vastly different approaches.

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I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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