At Legal & Medical, we continue to seek ways of improving our service and offerings to our clients. Having completed this process, we are delighted to have appointed a partner to work alongside us as a Discretionary Asset Manager at Copia Capital Management.
Copia Capital Management is a boutique investment house who do not offer services directly to the public, only via firms such as Legal & Medical Investments. Through the quarterly reviews, using the risk barometer to judge whether it is time to step into or away from risk in the portfolios, we will:
- Regularly rebalance your portfolio if appropriate and review any fund or asset switches.
- Select cost-effective providers to manage and administer your money.
- Reduced charges with product providers through ‘bulk buying’. Using the millions that we have under our management as well as the leverage of Copia’s institutional buying power to secure preferred rates.
- Provide economies of scale when accessing funds, ensuring charges can be reduced compared to purchasing the funds directly.
- Manage each portfolio in accordance with the asset allocation and risk mandate as agreed with Copia by Legal & Medical
- Companies of this type are very proficient at producing documents, and the factsheets for each of the portfolios currently available can be found below:
Please click the following to access our guide to investment and understanding risk: Legal & Medical’s guide to investment and understanding risk >
Please click on the relevant Portfolio range to view our March 2024 factsheets.
