We have been using the CleverAdviser service since 2011 and have never looked back. We have found that our clients really appreciate this “personalised” monthly monitoring service and also warm to the fact that we are working hard to optimise their investment returns.
We have also monitored our Clever Portfolios against many ‘Managed Portfolios’ and are delighted with the performance of the Clever Adviser Portfolios which have outperformed many of these over a number of time periods.
As a busy business owner the research service provided by Clever Adviser has also enabled me to spend less time on researching individual funds and freed up more time to spend with clients.
Finally, I can’t do a testimonial without mentioning the friendly and helpful staff at Clever. They are all at the end of the telephone to help you with absolutely anything and this service would not be as successful as it is without them. You all do a fantastic job!