PortfolioMetrix is a £4bn discretionary investment manager founded in 2010 with one purpose: to partner with top quality financial advisers to deliver the best possible outcomes for their clients. We pride ourselves as investment engineers by building precise investment solutions through a carefully calibrated risk-based process. This leads to predictable outcomes for clients and time savings for advisers.

We intentionally only build partnerships with a small number of IFAs in order to provide a highly personalised and responsive service. Above all we take time to understand advisers and help firms enhance their service to clients while scaling their business, growing profits as well as revenues.

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