Corville Quarterly Portfolio Services (CPS)
We operate our own Corville Portfolio Services along with the full range of other external portfolio offerings. Our CPS services provide for quarterly monitoring of the selected funds within the portfolio offerings and we inform you of the recommended replacements each quarter via email for your approval.
Asset allocations and funds are selected each quarter, in addition re-balancing of portfolios is undertaken. This ensures your original asset class selection remains in proportion to your wishes and continues to match your investment risk level, and that you stay invested in funds which also meet our quarterly selection criteria. This means you will not be left holding a fund which is ‘past its sell by date’.
This service is available for managing all types of investments including pension funds.
Please see the Portfolio Returns page or click here and see for yourself the performance our portfolios have achieved.