Ongoing Interaction

Finally, Greenwood Trading attach high importance to the practice of regular contact. Whilst we continually monitor investment performance and ensure that the client's risk tolerances are respected, we must obtain your approval if we believe that a rebalancing of the portfolio is necessary. This does not mean that an Greenwood Trading adviser will be on the telephone to you on a daily basis but our collaborative approach helps to foster openness and transparency that in turn offers reassurance.