Working with a discretionary fund manager can be an ideal solution for advisers who are looking to outsource the day-to-day investment decisions, allowing you more time to focus on your clients’ financial planning requirements.

Our business is built on trust and we value that the advsiors we work with are integral in deploying our services effectively.We understand that every adviser is different and aim to meet your individual requirements and deliver a high level of service to you and your clients.

What is a Discretionary Fund Manager?

Our DFM service is available to financial advisers that wish to provide their clients with an investment portfolio that truly reflects their clients risk profile. Our DFM service enables you, the financial adviser, to maintain full control of your client relationship whilst outsourcing the discretionary fund management to us.

Our DFM team will take on the responsibility of day to day management of your client’s investment portfolio with the objective of maintaining that the portfolio continues to reflect their risk profile and continues to perform in
line with your clients objectives. Our model portfolios are rebalanced as soon as it is appropriate in accordance with our strategy, risk and asset parameters.

Our array of model portfolios all have variable risk profiles and by completing a Quorum AHP questionnaire for your client, you can quickly determine what type of portfolio best suits your client.

Quorum Capital’s DFM Service

Our DFM servcise is offered through a platform for clients with a minimum of £30,000. Our systems take advantage of the platform’s ability to administer assets in a cost-efficient manner and is also available in a range of tax-efficient wrappers, such as Individual Savings Accounts (ISAs), self-invested personal pensions (SIPPs) and General Investment Accounts (GIAs).