Many of our clients already know and use Lyndhurst Prime as part of their portfolio management service. This service can be added to any existing Lyndhurst Wealth service and provides a more active approach to monitoring and managing your investment holdings.
Using sophisticated charting tools we conduct trend analysis on your holdings and identify times when it may be better to sell your fund holdings to reinvest in alternative funds within that asset class, or if circumstances dictate hold your funds in cash, until the market returns to calmer waters.
Our clients are using this service as an asset protection strategy to reduce the potential downturn of their portfolio in times where the market can be particularly volatile.
The service provides an update of your portfolio each month by email and states our position as either buy, sell or hold for each of the asset classes within your portfolio. Should any asset class make a sudden movement we will contact you as soon as possible allowing you to authorise any suggested changes to your portfolio.
The service helps you identify your value at risk. This is the difference between the current fund price and the price we would look to sell out of the fund should the market take a sudden dive. This is different to just holding your investments until such time as they reach the bottom and start to return as the market recovers.
We are not looking to time the market and our investment philosophy is always for the longer term, however in response to our clients needs we have looked at ways to reduce the risk of portfolios in times of market volatility.