Services crafted for resilient compounding
We design evidence-led portfolios, manage risk where it matters, and align liquidity with real-world needs. Your plan stays simple on the surface and sophisticated under the hood, with reporting you can read in minutes.
Our approach
Fundcraft’s approach balances robust research with practical execution. We begin by mapping your objectives, constraints, and tolerance for drawdowns. From there, we design diversified exposures across equities, bonds, commodities, and alternatives, blending strategic allocations with selective factor tilts. Implementation favors low-cost vehicles, tax awareness, and liquidity that matches your planned cash flows. Risk is measured in scenarios, not just statistics, so hedges are engaged where they add genuine resilience. We review each driver of return, articulate the role it plays, and set rules for when we rebalance or step aside. The result is a portfolio that can endure different regimes while staying simple to maintain and easy to understand.
Portfolio construction
Multi-asset allocation, factor tilts, and disciplined rebalancing engineered to improve risk-adjusted returns and maintain liquidity.
Risk & drawdown control
Stress testing, exposure sizing, and optional hedging overlays designed to reduce severe losses without heavy performance drag.
Wealth planning
Tax-aware strategies, charitable giving structures, and sensible cash buffers tailored to milestones such as education or retirement.
Institutional access
Due diligence and manager selection for specialized mandates where they add value, with fee transparency and ongoing monitoring.
How we work
Engagements follow a clear rhythm so decisions stay timely and measurable. Discovery clarifies goals, constraints, and timelines. Draft policy sets ranges for risk, liquidity, and asset classes. Implementation prioritizes tax efficiency and low costs while preserving the ability to pivot. Ongoing management rebalances with discipline, adapts to changing regimes using pre-defined triggers, and validates outcomes through independent benchmarks. Reporting is concise: what changed, why it changed, and how results compare to expectations. Fees are straightforward, with no surprise add-ons. This cadence keeps the focus on what you can control and provides the feedback loop required for long-term success.
Discovery
Policy
Implementation
Ongoing
Frequently asked questions
How do you charge for management?
Fees are transparent and based on assets under management with no performance fees. We disclose fund expenses and any third‑party costs in advance so you know the true, all‑in cost of ownership.
What account types do you work with?
We advise on taxable accounts, pensions, ISAs, trusts, and charitable vehicles. Asset location and withdrawal sequencing are coordinated to reduce lifetime taxes while meeting cash flow needs.
Can you integrate ethical or ESG preferences?
Yes. We can screen for values, tilt toward sustainability metrics, or report impact indicators. We are candid about trade‑offs so choices remain intentional and aligned with your objectives.
How often will we meet?
We propose quarterly reviews with on‑demand check‑ins for life events or market changes. Reports summarize performance, risk, and actions taken, with a clear plan for the next period.
Investing involves risk. Past performance does not guarantee future results.
Next step
Tell us about your goals and constraints. We will respond within one business day with a proposed agenda for an introductory call.
