Gear Investments is an online discretionary wealth manager. We invest money in line with your risk profile and goals using an “active management approach”. Our approach involves ongoing market research and analysis to ensure your portfolio is balanced and optimized for the current market conditions. This “active management approach” differentiates Gear Investments from other online advisors in the UK market. By using technology, we can manage and grow your wealth for less than the cost of traditional financial services.
We consider 10 main ideas for our roboadvisor:
- Expert wealth managers to design the strategies.
- Award winning software to create the portfolios.
- Focus on capital preservation through diversification with regular rebalances.
- Five different investment strategies depending on your risk profile.
- Balance of risk and reward adjusting the asset allocation to your risk tolerance, goals and investment time frame.
- Low fees, as we use flexible, transparent and inexpensive ETF.
- Transparency and easy access to the information about your investments.
- Jargon free information.
- Appropriate profiling to determine your level of risk.