Helm Godfrey has chosen discretionary investment management (DIM) firm PortfolioMetrix as its centralised investment proposition provider, with a view to offering "flexible investment options" for clients.
The IFA firm said it had chosen PortfolioMetrix because it complemented its own investment process and it believed its broad range of available investment approaches would be suitable for around two-thirds of its clients. Helm Godfrey added it had worked with independent due diligence consultants Diminimis while researching its discretionary fund manager (DFM) options. "After carrying out a fairly exhaustive search of the DFM market, we concluded the unique proposition offered by PortfolioMetrix aligns perfectly with our business model," said managing director Graham Cross. "The Po...
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