We work with Alpha Beta Partners, a multi-asset discretionary fund manager, to design and co-manufacture portfolios.
Alpha Beta Partners’ proprietary-forward looking Dynamic Asset Allocation and Risk First investment process embraces institutional techniques rarely found in the retail and wholesale markets.
We have also brought in Altium Investment Management to provide additional advice on asset allocation, fund selection, index construction and factor strategies.
Combining the expertise of these firms allows the portfolio proposition to accommodate a variety of approaches including a range of multi-asset UCITS funds which, when blended, meet the risk requirements of any client appetite.
It enables us to bring previously inaccessible, institutional-grade investment expertise to the retail market.
OakFort is a wholly-owned subsidiary of Coleman Acquisitions Limited (CAL), a financial services consolidator operating in both the UK and International advisory markets.