Membership options
- Investment fitness initial assessment
- One-Off Cost £399 + VAT
- Free report and 10 minute follow-up telephone / Skype call to identify:
- Current asset mix of your portfolio between equities and bonds
- Likely future swings in portfolio value based on historic performance
- Whether you are over-exposed to any given market
- How much is invested in ‘unfit’ funds
- How much you are paying in fund management fees and their impact on performance.
- If your current portfolio is operating at peak fitness. If not you can then decide whether to undertake our comprehensive investment fitness assessment.
- Comprehensive investment fitness assessment
- One-off cost £499+ VAT*
- Comprehensive report +1 hour face-to-face/ Skype follow-up meeting to identify:
- Your scientific risk reward profile and if your current portfolio matches it
- The ‘unfit’ funds within your portfolio
- How much you are paying in fund management fees and how much you could save moving to more cost-effective funds
- Which markets your portfolio may be overexposed to
- Steps you can take yourself to bring your portfolio up to peak fitness or whether you might benefit from joining the investment fitness club and receiving a personalised investment fitness program
- Money back guarantee if not satisfied
- Elite Investment fitness club membership
- £499 + VAT Joining Fee. Membership P.O.A.
- Creation and implementation of your personal investment fitness program
- Elite ongoing personal investment fitness coaching
- Access to our ELITE membership funds
- Access to our regular ELITE club events
Full terms and conditions are available on request from us
Membership FAQ