Set in the 1930s, Fred Schwed’s classic opens with a visitor looking out across New York Harbour admiring the fabulous yachts owned by wealthy Wall Street bankers and brokers. “Where Are the Customers’ Yachts?”, he wonders. Of course, they didn’t exist.Based upon the same indivisible principles of integrity and excellence that underpin our hedge-fund roots, our mission is to reimagine investing in ways that support the end investor.To liberate savers from rigid, overpriced investment practises by offering better, cheaper, and more transparent products. Designed to make your money work hard for you and not everybody else.
Money doesn’t always feel like a priority for busy people living busy lives. But in the end, reality knocks, be it a new house purchase, a baby, your children’s education, or ultimately retirement.You suddenly feel out of control, with little strategy other than a random collection of old pensions and investments in a drawer somewhere. You are unsure how they have performed, how much they cost to run, and increasingly fear they are unfit for purpose. We can help. Commencing with a free “Portfolio Scan”, our trained advisors will help you better understand your current position and then map a path to help get you where you want to be.
You are now ready for the most exciting part, investing your money.Eriswell offers access to a vast range of investments across the world, including stocks, bonds, and investment funds. We also offer several in-house managed portfolios, each operating within a clearly defined framework. You may choose to select your investments yourself. Or you may let us do the hard work and invest your money for you. Whichever way you go, we will support you every step of the way.
Hallmarks of a successful portfolio
Something we learned running hedge funds was that the largest and most sophisticated investors in the world tend to share four key attributes which set them aside from the rest of the pack.Our aim is to harness these attributes and make them available to you, the retail investor, at a price you can afford.
Investment Risks:As always, before you decide to buy you need to understand the different options available to you, and the risks and commitments involved. You should take financial advice to understand which option would best suit your needs.Share prices may go down as well as up and you may not get back the original amount invested. Any information relating to past performance of an investment or investment service is not a guide to future performance.
Making investment excellence and fair fees accessible to all