Investstone Managed Portfolio Service

Investstone Wealth Management’s Managed Portfolio Service offers the benefits of direct share ownership, with the added guide of a professional fund manager; a product designed to offer investors absolute returns in a truly transparent investment product.

Now, retail and DIY investors can harness the unique and successful methods of Investstone Wealth Management to reach their financial goals.

To find out more about an investment in the Managed Portfolio Service please read our :

Fact Sheet (March 2007) (click on link to view fact sheet).

Fact Sheet (June 2007) (click on link to view fact sheet).

If you would like to invest in the IWM DSP please read the PDS (click on link to view PDS) and fill in the application form.

Our philosophy regarding Fees (click on link to view the fee structure explained) is simple – we only deserve to be paid when you have earned a positive return.