Tried & Tested Methodology

We provide a consistently effective route to investment success.

In-depth fact discovery

So that we’re sure that we arrive at the correct conclusions, it’s crucial that we undertake a careful and thorough discovery process. JC Rothchild General's holistic investment process places your priorities and objectives front and center and our experienced professionals will methodically walk you through a comprehensive preparation methodology that incorporates the following:

Discovery

Getting to grips with your current financial situation, evaluating your risk appetite and identifying the things you wish to achieve.

Recommendation

Investment tactics and strategy commensurate with your circumstances and goals.

Execution

All our collaborative efforts are distilled into the most coherent objective-oriented, fit-for-purpose portfolio.

Maintenance

Appraisal and continuous monitoring of your portfolio and its performance with amendments to asset allocation being made as circumstances dictate.