Discretionary Investment Services
If you do not have the time or inclination to manage your own investments then Thomas Miller Investment provides a discretionary investment management service
By understanding your objectives, attitude to risk and ability to absorb potential losses, your money is the managed by a dedicated team of investment professionals. This allows you to get on with your life, confident that we are always working in your best interests.
You are able to delegate responsibility for the day-to-day management, within agreed limits, so that your investment manager manages and invests your money without constant referral to you; essential when investment decisions are required to changing markets and economic conditions. This team can also provide you access to 'institutional' investments not usually available to individuals, giving you a greater choice.
A periodic report from your discretionary investment manager shows the value of the investments in your portfolio and summarises any changes made to the holdings; keeping you informed effectively.
The charging structure is simple – you pay an annual management fee based on the money we manage for you. We do not benefit from any commissions and any received will be given back to you. There are no other charges, such as trading charges or account fees.