Helm Godfrey appoints PortfolioMetrix as investment partner

'Suitable for two-thirds of clients'

Helm Godfrey worked with independent due diligence consultants Diminimis while researching its DFM options
Helm Godfrey worked with independent due diligence consultants Diminimis while researching its DFM options
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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...

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