Full Throttle Wealth Management Limited provides Discretionary Portfolio management. Full Throttle believes that Traditional Assets can offer outperformance at suitable levels of risk and liquidity.
The Investment Strategy is driven by Full Throttle Wealth Management’s Independent Equity Research & Model Portfolios Partner. Our Partner has a long history dating back nearly 90 years. Our Partner has a team of portfolio managers, analysts and strategists researching companies and managing model portfolios used by institutional and investment managers as guidance in governing the portfolios under their responsibility. Refer to the Documents Tab for more information about these Portfolios.
Full Throttle reviews these Model Portfolios and the holdings within these portfolios to ensure the mandates are followed for client suitability.
Full Throttle is responsible for customizing client portfolios by adjusting Asset Allocation to include fixed income investments and an alternative investment.
Portfolio Allocations are also done to adjust to a client’s need for consistent monthly or quarterly income.
Clients can be specific about what the type of investments to avoid and what specific investments, are of interest, to buy outside the model portfolio. This is a flexibility not often available to clients.
Full Throttle’s approach to portfolio management is to provide the greatest flexibility for its clients, and that this approach helps to safeguard against personal investment tendencies. Our team approach provides support to minimize bias and to capitalize on the strengths of each team member.
In a report “More on the Value of Financial Advisors,” by Claude Montmarquette and Alexandre Prud’Homme, they highlighted that, on average, investors who work with financial advisors have nearly three times the net worth and four times the investable assets of those who do not. This observation holds across all age groups and income levels. (Project Report, Cirano, 2020RP04)