Search Results

Albemarle Street Partners is a discretionary investment manager offering multi-asset model portfolios and funds. The investment manager for the independently-minded financial adviser Albemarle Street Partners is a discretionary investment manager offering multi-asset model portfolios and funds. Embracing change As we reflect on 2025 and look towards 2026 in our annual report, we’re reminded that while technology never stops evolving, the core truths of sound investing remain unchanged. View Annual Report > Investors' guide to markets A visual guide that helps explain compounding, diversification, inflation, market cycles, and more. Thoughtfully designed visuals paired with simple explanations to support better client conversations. Find out more > Breakthrough Advice Forum Where powerful visuals meet breakthrough moments in advice Find out more > Investors' guide to markets Thoughtfully designed visuals paired with simple explanations to support better client conversations. Find out more > Life at WisdomTree Europe Alexis Marinof and Charlie Parker discuss life at WisdomTree Europe and the opportunities this creates for both the team and clients. Model portfolio service (MPS) Our MPS service offers a comprehensive range of portfolios. These portfolios are widely available across all leading investment platforms, providing flexibility and choice for advisers and their clients. View more > Multi-asset funds Our multi-asset funds follow the same proven investment approach as our model portfolios, which have been trusted and widely used by the adviser community for many years. View more > A true community We are proud of our thriving community of advisers, from rising talent to seasoned experts, and from small practices to large networks. Throughout the year, we connect, share ideas, and celebrate the profession we love. Investment propositions shaped around your advice philosophy We work to enhance the proposition of financial advisers, helping support the long-term growth of their business and deliver more consistent client outcomes. Working with advisers > Latest insights Get in touch Eleanor Williams Head of Partnerships +44 020 7043 0100 eleanor.williams@aspim.co.uk Nathan McKerlie Partnerships Manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Sarah Kennedy Partnerships Manager +44 07931 324 888 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships Manager +44 07376 452 145 ollie.vickers@aspim.co.uk Press office: asp im@sharecomms.co.uk Follow us on LinkedIn Get in touch Nathan Mckerlie Partnerships manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Eleanor Williams Partnerships director +44 07931 308 905 eleanor.williams@aspim.co.uk Sarah Kennedy Partnerships manager +44 07931 324 963 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships manager +44 07376 452 145 ollie.vickers@aspim.co.uk Follow us on For press enquiries, please contact Sarah Plevnik at aspim@sharecomms.co.uk +44 020 7074 3571 or +44 07384 677 969

Albemarle Street Partners delivers disciplined, data-led multi-asset investing, using market signals and real-time data to anticipate trends and economic conditions. Disciplined approach to investment management Our investment strategy is based on a disciplined, data-led, and academically robust approach. We value market signals, anticipate trends, and use real-time data to understand economic conditions. Turning data and insight into smarter decision making Prepare, don't predict We invest for the world as it is today but prepare for a variety of future outcomes. We recognise that the cost of money is the primary driver of asset class performance which is not always possible to predict. Diversify ideas Diversification plays a crucial role in assisting clients in achieving their financial objectives. A globally diversified approach helps prevent excessive reliance on a limited number of asset classes, factors, or strategies, while also safeguarding against behavioural biases. Adapt and respond It's important to be aware of what could damage portfolios if the world changes unexpectedly. Our signals-based approach helps inform us when significant change is occurring. Why data and market signals matter Separating skill from market noise We focus on whether a fund manager’s outperformance comes from skill or market style. Individual skill alone isn’t enough if conditions aren’t favourable. Using factor screens and value-for-money analysis, we determine if active managers add meaningful value over passive alternatives. Tom May Group CEO and CIO Atlantic House Investments Tom is the Chief Executive & Chief Investment Officer of the Atlantic House Group. As well as running the business on a day-to-day basis, Tom oversees the firm’s investment mandates and is a lead manager of the Atlantic House Defined Returns Fund. Prior to founding Atlantic House in 2008 with two partners, Tom had a long career at Citigroup, culminating as Head of European Securitised Equity Derivatives and Secondary market trading. Charlie Parker Managing Director Charlie is responsible for the overall strategy of Albemarle Street Partners. He was previously the head of portfolio management for Sanlam UK and a director of Neptune Investment Management. He began his career as an investment journalist and commentator for both the print and broadcast media. Fahad Hassan Chief Investment Officer Fahad is a CFA Institute charter-holder with extensive experience managing investments for institutional and retail clients across the world. He previously worked for Legal & General Investment Management. Chris Holdoway Head of Investment Management Chris is responsible for the management, structure, delivery and oversight of investment management for Albemarle Street Partners, as well as overseeing development of our client facing technology. He is a Chartered FCSI and has extensive experience working with financial advisers and their clients. He sits on the investment committee as well as the risk, audit and compliance committee for Atlantic House Investments. Frank Talbot Head of Investment Research Frank is responsible for investment research. He joined the team following two decades at Citywire, with fund analysis experience there spanning UK, European, and US markets. Frank's focus is understanding what is really motivating the investment decisions of fund managers, strengthening our investment process and the value we offer our clients. Harry Children Senior Investment Manager Harry is a Chartered Wealth Manager and plays a central role in portfolio management. He oversees relationships with an extensive network of adviser firms while driving trading, performance monitoring and risk oversight to ensure portfolios remain aligned with client objectives. Jack Roberts Fund Manager Jack Roberts, CFA is a lead fund manager on the Atlantic House Balanced Return Fund. Jack joined Atlantic House Group in 2017 during a year-long work placement, and returned in 2019 after completing his Economics degree from the University of Bath. He has extensive knowledge in derivatives-based solutions. Tia Duffy Investment Manager Tia, who graduated with a 2:1 in Economics from the University of Bath, joined the portfolio management team after completing a placement year in 2023. Tia has passed the PCIAM and is studying to become a Chartered Wealth Manager, she is responsible for analysing and monitoring client portfolios. James Bluff Investment Manager James joined the portfolio management team as an investment assistant in 2023. He graduated with first-class honours in Economics from the University of Liverpool and is responsible for analysing and monitoring client portfolios. James is currently studying to become a Chartered Wealth Manager. Russ Bubley Head of ESG and Quantitative Analysis Russ is responsible for formulating and developing our ESG policy as well as ensuring our adherence to it. He is the founder of "i for change", a specialist consultancy providing due diligence and guidance to social enterprises seeking to invest. He was previously a senior investment banker at Citigroup. Our investment team Get in touch To find out more about our investment approach, please request a copy of our DDQ or contact us on team@aspim.co.uk .

Our Services This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features. Explore Item Title Two Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Explore Item Title Three Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Explore

Past performance is not a guide to future performance. The value of investments and the income of any financial instruments mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. Capital at risk. Detailed disclaimer Risk warnings Past performance is not a guide to future performance. The value of investments and the income of any financial instruments mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency denominated securities and financial instruments. Certain investments involve an above-average degree of risk and should be seen as long-term in nature. The investment products and services described in the website may have tax consequences. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. You acknowledge that levels and bases of taxation may change, and that Albemarle Street Partners (ASP) does not provide tax advice. You should consult your own tax adviser in order to understand the tax consequences of the products and services described in the website. Copyright The copyright and all other rights in all of the material on this website are owned by ASP or the material is included with the permission of the rights owner. The information contained in this website is intended solely for the use of the person who has accessed this information and may not be reproduced, distributed or published to any other person. You may copy material on this website for your own private or domestic use only. All other copying is prohibited. Links to other websites On this website you may be offered automatic links to other non-ASP websites. These links are provided only as convenience. ASP does not accept any responsibility for the content of those websites or your use or inability to use such websites, the owners of which do not necessarily have any link, commercial or otherwise, with ASP. The inclusion of any link does not imply affiliation, sponsorship, endorsement, verification or monitoring or approval by ASP of any information contained in any non-ASP website. You should also be aware that the terms and conditions of such website and the website’s statement relating to the collection and use of your personal information may be different from those applicable to your use of this website. Products and services The information contained herein is current at the date of publication, but is subject to change without notice. ASP has expressed its own views and opinions on this website, and these may change without notice. This website is not directed at you if ASP is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation. None of the information contained on this website is intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service by ASP and must not be relied upon in connection with any investment decision. Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions. Accordingly persons are required to inform themselves of and observe any such restrictions. Nothing in this website should be construed as investment, tax, legal or other advice.

Annual report 2024 The year we now head into is one in which recovery can take root across the world, without the heavy burden of rising inflation and with the tailwind of falling interest rates.

Our Tailored Model Portfolio Service helps advisers create investment solutions aligned with their clients’ goals and mapped to the right risk profiles, supporting fair outcomes and positive client experiences. ​ Tailored model portfolio service Our Tailored Model Portfolio Service helps advisers create investment solutions aligned with their clients’ goals and mapped to the right risk profiles, supporting fair outcomes and positive client experiences. Delivered through the platforms advisers already use, our solutions integrate seamlessly with existing systems and tools, ensuring efficiency, transparency, and consistent oversight. Understanding your needs Our first priority is to fully understand your needs. We examine your advice philosophy, your clients’ needs and your target pricing point before making a proposal to you. This will include a full understanding of your approach to risk, your preferred platforms and your hopes for the on-going relationship. Building the portfolios on your platform of choice Your portfolios are constructed and we will agree your benchmarks in advance. At this stage we also ensure we have a robust communication and migration strategy in place. Managed within agreed risk parameters and mapped to your risk profiler of choice Our investment team works to optimise the asset allocation within the portfolio objectives, whilst also optimising underlying investment holdings for the associated platform. Our portfolios are mapped by several risk profilers. Quarterly investment committee Once your portfolios are fully constructed your investment committee meeting will take place every quarter at your office. Detailed reporting and commentary We work closely with you on an on-going basis, consistently evaluating and reporting on the effectiveness of the investment mandate. We also release detailed monthly commentary and factsheets and quarterly rebalancing reports. Business support to help with growth objectives We are always looking at ways where we can support our partner firms, going beyond just providing investment solutions but adding real value to your business. Get in touch If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.co.uk .

This Privacy Policy explains how we collect your personal data, how we use it, and the steps we take to protect it. Website terms of use This website is exclusively for professional advisers only. Private investors should contact their financial adviser. Please read these terms carefully before using our website as they contain important information about how you may use the website. By using this website, you confirm that you agree to be bound by these Terms of Use. If you don't agree to these Terms of Use you should not use this website. The Privacy and Cookie Policies apply to your use of the Atlantic House Group website. By using this website, you are consenting to us processing any personal data that you provide to us or that we collect from you because of your use of our website. Our Privacy and Cookie Policy set outs what we do with that personal data. All calls may be recorded for training and monitoring purposes. In the unfortunate circumstances you have any cause to make a complaint please email: info@atlantichousegroup.com or write to us at Atlantic House, 135 Bishopsgate, London EC2M 3TP. About us This website is issued by Atlantic House Group Limited (Registered no: 09770730) and the contents of this website are communicated by, and the property of Albemarle Street Partners (ASP). Albemarle Street Partners is a trading name of Atlantic House Investments Limited (AHI). Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.A. Registration number: 11962808. AHI is authorised and regulated by the Financial Conduct Authority (FRN: 931264). AHI is a wholly owned subsidiary of Atlantic House Group Limited. Intellectual property We, or our licensors, own the copyright and all other intellectual property rights in our website and all content on it, including the Atlantic House Group of companies logos, names and trademarks. Unless specifically prohibited by a notice on any page, you may print or download individual sections of this website for your own personal information and use only, provided that you retain all copyright and other proprietary notices. You must not use, extract or reproduce logos or any content from our website for commercial purposes without first obtaining the written consent of Atlantic House or any party which licenses any content to us. If you use, download, print or reproduce content from our website in breach of these Terms of Use your right to use our website will immediately end and you must return to us or destroy (at our option) all digital and paper copies of the content that you have made. Third Party Links Our website may contain links to other websites from time to time, including to pages and other websites operated by us or by a third party operating on our behalf. Where our website contains links to other websites and resources provided by third parties, these links are provided for your information and for your convenience only. We have no control over the contents of those sites or resources, we accept no responsibility for them and you shouldn’t take our providing these links as an endorsement or guarantee by us of the websites or the information on them. You must not link to this website in a way that implies endorsement or partnership without our permission. Viruses We don't guarantee that our website will be free from malicious programs or materials, bugs or viruses. You're responsible for configuring your information technology and software to access this website and should use your own virus protection software. Responsibility for loss or damage We do not exclude or limit in any way our liability to you where it would be unlawful to do so. This includes liability for: death or personal injury as a result of our negligence; fraud or fraudulent misrepresentation. We won't be liable to you for any loss or damage (even if foreseeable) arising under or in connection with: use of, or inability to use, our website; use of or reliance on any content displayed on our website; or viruses, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our website or to your downloading of any content on it, or on any website linked to it. We accept no liability for the information contained on any third-party websites linked to on our website and we won't be liable for any loss or damage that may arise from your use of them. These Terms of Use (and any non-contractual obligations arising out of or in connection with them) are governed by the law of England and Wales and the courts of England and Wales have exclusive jurisdiction to determine any dispute arising out of or in connection with them (including without limitation in relation to any non-contractual obligations).

This target market information is for financial advisers only and supports target market assessments. Target market This Target Market information is prepared for financial advisers who use Albemarle Street Partners Managed Portfolio Service (the “MPS service") on behalf of their clients. It describes the Target Market for our portfolios which are offered as part of the MPS service and should be read in conjunction with other documentation such as the Fair Price and Value Assessment and other important information on our website. This information is intended for financial advisers only to complete target market assessments. Financial advisers should ensure their own target markets assessments are conducted and all their regulatory obligations are adhered to. The financial adviser is responsible for assessing suitability and supporting the client with understanding the nature and risks of the MPS service being provided by Albemarle Street Partners. Who is the MPS service available to? The MPS service is only available to UK retail and professional investors via a financial adviser or eligible counterparty. Investors must be willing and able to bear a partial loss of their capital and have a long-term time horizon of at least five years or more. What is your target Market for the MPS service? We would expect our MPS service to be recommended to clients who: Have an investment time horizon of five years or more. Are happy to take some investment risk. Understand they may experience a loss. Have a financial adviser who can assess their suitability and risk appetite. Are happy for their assets to sit on an investment platform. Who is your MPS service not suitable for? We would not expect our MPS service to be recommended to clients who: Have an investment time horizon of less than five years. Expect full capital preservation, or full monies back. Have no tolerance for any loss. Require a guaranteed income. Have no financial adviser. Are not happy to for their assets to sit on an investment platform. What knowledge and experience are they suitable for? Our MPS service is available to all levels of investor knowledge and experience (Low, Medium and High). What investors needs and objectives does the MPS service meet? Our MPS service is designed for investors seeking a range of financial objectives, including capital growth, income provision, or a combination of both. Please see the relevant documentation for specific objectives for each portfolio. How do you measure the portfolios' risk tolerances? We target specific volatility levels on each portfolio, these are reviewed regularly by our investment committee to ensure they remain within the required parameters. Additionally, the portfolios undergo independent risk profiling by Dynamic Planner, Defaqto, and EValue. For the latest independent risk rating, please consult your preferred risk profiler. What is your distribution strategy? Our MPS service is not available on an execution only basis. Any investment into our products should be via a financial adviser. Vulnerable clients Any investment into our products must be via a financial adviser. The financial adviser is responsible for having a vulnerable client policy in place and for accessing any client vulnerabilities. Careful consideration of any conclusions which could have a bearing on vulnerable clients should be made reviewing the Target Market guide and any findings acted upon. We have a broader commitment to build understanding of client vulnerability amongst our adviser clients. Please download the full Target Market guide for more information.

Adviser resources Providing advisers with timely content, educational videos, and practical guides to help support conversations. Understand key investment concepts Educational videos to help advisers communicate investment themes to clients. 60 seconds Play Video Play Video 01:02 Inflation Play Video Play Video 01:10 Diversification Play Video Play Video 01:02 The relationship between risk and return Play Video Play Video 00:59 Avoiding bubbles Factsheets ASPIM Growth Portfolios ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity ASPIM Index Portfolios ASPIM Index 2 ASPIM Index 3 ASPIM Index 4 ASPIM Index 5 ASPIM Index 6 ASPIM Index 7 ASPIM Index 8 ASPIM Index 9 ASPIM Index 10 ASPIM Index Equity ASPIM ESG Portfolios ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 Prima funds Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Regulatory documents Prima Fund Prospectus Prima Fund NURS KIID MPS Portfolios Value Assessment Prima Fund Value Assessment Prima Fund Target Market MPS Portfolios Target Market Literature Building a centralised investment proposition (CIP) Asset class returns 10 years (%) Model portfolio service Investment risks explained Long-term investing essentials ESG Portfolios Investors' guide to markets Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets. Request the full guide We use Albemarle Street Partners illustration tool for an initial longer-term view of our clients’ potential investment journey, but it is also really useful for educating less experienced clients about the concept of investment risk, variable returns and the risk of running out of money. Paul Blight Head of Wealth Management, Tier One Capital The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends. Charlie Parker Managing Director, Albemarle Street Partners Stay informed Empowering independent advisers with the latest insights and market updates. Sign up Get in touch Eleanor Williams Partnerships Director +44 020 7043 0100 eleanor.williams@aspim.co.uk Nathan McKerlie Partnerships Manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Sarah Kennedy Partnerships Manager +44 07931 324 888 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships Manager +44 07376 452 145 ollie.vickers@aspim.co.uk Press office: asp im@sharecomms.co.uk Follow us on LinkedIn Investor's guide to market Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets. Get your free guide > Illustrations to support retirement planning Our free portfolio illustration tool supports the FCA's emphasis on retirement scenario planning. It assists advisers with clients during the decumulation and drawdown phase and helps strengthen the due diligence process. Find out more > Helping advisers thrive in their next steps Do you want to start your own business or elevate your existing business to the next stage of growth? Our business workshops are designed to help you with your next steps. Request workshop > Building a centralised investment proposition Building a centralised investment proposition. We work hand in hand with advice firms to create a centralised investment proposition which aligns with their advice philosophy and the specific needs of their clients. Find out more >

Consumer Duty The Consumer Duty is a regulatory approach which was brought into force by the Financial Conduct Authority in 2023. It's designed to ensure that consumers are placed at the heart of every decision taken by firms such as ours. The Duty sets high standards of consumer protection across financial services and requires firms to put customers' needs first. Our commitment Value for money We are dedicated to meeting Consumer Duty requirements and improving customer satisfaction by offering valuable products and services at fair prices, ensuring costs do not hinder long-term customer success. Outcome-focused We actively foster strong governance and a customer-centric approach to create a continuous improvement in outcomes. Continuous improvement We are constantly exploring ways to assist financial advisers with key issues that affect outcomes, including effective communication with anxious investors and those with vulnerabilities. Our approach to Consumer Duty Overarching principle The overarching principle of the Duty ensures that a firm must act to deliver good outcomes for retail investors. Cross-cutting rules These rules state how firms must act in order to deliver good outcomes for retail investors. The overarching principle of the Duty is to act in good faith towards retail customers Avoid causing foreseeable harm towards retail customers. Enable and support retail customers to pursue their financial objectives, this ensures that a firm must act to deliver good outcomes for retail investors. The four outcomes The Duty has four key outcomes: Products and services Fair price and value Consumer understanding Customer support Products and services The first outcome under the Duty ensures that when we design and deliver our service we meet the needs and characteristics of a clearly-defined target market of clients. This drives us to maintain a strong product governance strategy, ensuring that customers’ interests are central to every decision, from inception and through the entire life cycle of our offerings. Our strategy to continually improve the outcomes we deliver includes:  Being crystal clear in our focus on outcomes:  We are dedicated to precisely defining the outcomes we aim to achieve, allowing us to tailor products and services that align effectively with customers’ goals. For our portfolios, this means setting clear estimated returns and ensuring costs and charges do not overly erode them. The returns must be aligned with the reasonable expectations of our customers, relative to the risks they are taking by investing. By measuring our product design against these estimated returns, we prioritise consumers’ actual outcomes over simply comparing ourselves to our peers. Each year, estimated returns are reassessed, and ongoing costs are tested against them. Proactive reviews:  Our data-centric approach provides an 'early warning' mechanism for portfolios that may deviate from desired outcomes, enabling swift intervention to ensure continued service relevance. Learn more about our target market here. Fair price and value At the heart of our commitment to the Duty is a promise to deliver products and services that offer genuine value at a fair price. While good investment performance is a key component, it’s not the only measure of value. We understand that active investment decisions can lead to periods of underperformance. What truly matters is how we rigorously examine and challenge ourselves during these periods and how we ensure that portfolio costs and charges never hinder the achievement of long-term customer outcomes. Our approach to assessing value for money is anchored in several core principles: Portfolios are evaluated for their potential to meet estimated returns, aligned with the level of risk customers take. If they fall short, we take decisive action to address it. Costs and charges must align with returns, ensuring investor outcomes remain robust and uncompromised. Transparency in our charges is important, allowing investors to compare our services with other viable options. We integrate a variety of value drivers into our assessments, such as whether the portfolio meets specific ESG criteria, delivers income targets or meets specific currency needs. Exceptional service is a vital driver of value for money. Our offerings work to enhance customer understanding, empowering financial advisers to recommend the most suitable portfolios to their clients. You can explore our latest value assessment here. Consumer understanding We work exclusively with professional financial advisers, rather than retail investors, because we believe that expert financial advice unlocks good consumer understanding of investments. When consumers receive clear, understandable information about their investments, they are empowered to avoid pitfalls such as taking on excessive risk or reducing their stock market participation due to anxiety.  Our work to improve customer understanding includes:  Continually refining and testing the language we use to describe our portfolios, especially in terms of their 'riskiness.' Collaborating with our network of financial advisers to share valuable insights on effective communication and identify any anomalies. Offering an extensive range of market commentaries, educational resources, and portfolio analysis tools to support the advice process. We consistently seek feedback from our clients throughout the year to ensure our materials are effective. Proactively educating our financial adviser clients on critical issues where poor consumer understanding can negatively impact investor outcomes, such as communicating effectively with anxious investors and those with hidden vulnerabilities. Customer support Our aim is to ensure every customer receives the assistance they need swiftly and effectively, eliminating any obstacles that might hinder their decision-making process. Delivering great customer support is at the heart of our business. We have developed digital tools to empower our financial adviser clients with insightful portfolio comparisons, data-driven illustrations, and timely market insights.  Our approach to customer support remains highly personal and we take pride in the accessibility and dedication of our entire team to address our clients' daily needs.  We actively seek structured feedback from our clients to ensure we are getting this right.  Important documents and helpful information MPS Portfolios Value Assessment Prima Fund Value Assessment Prima Fund Target Market MPS Portfolios Target Market