Individual Investors
Set in the 1930s, Fred Schwed’s classic opens with a visitor looking out across
New York Harbour admiring the fabulous yachts owned by wealthy Wall Street
bankers and brokers. “Where Are the Customers’ Yachts?”, he wonders. Of
course, they didn’t exist.
Based upon the same indivisible principles of integrity and excellence that
underpin our hedge-fund roots, our mission is to reimagine investing in ways
that support the end investor.
To liberate savers from rigid, overpriced investment practises by offering better,
cheaper, and more transparent products. Designed to make your money work
hard for you and not everybody else.
Money doesn’t always feel like a priority for busy people
living busy lives. But in the end, reality knocks, be it a new
house purchase, a baby, your children’s education, or
ultimately retirement.
You suddenly feel out of control, with little strategy other
than a random collection of old pensions and investments
in a drawer somewhere.
You are unsure how they have performed, how much they
cost to run, and increasingly fear they are unfit for
purpose.
We can help.
Setting you on the right path
Lets’s start the journey together
You are now ready for the most exciting part, investing your
money.
Eriswell offers access to a vast range of investments across
the world, including stocks, bonds, and investment funds.
We also offer several in-house managed portfolios, each
operating within a clearly defined framework.
You may choose to select your investments yourself. Or you
may let us do the hard work and invest your money for you.
Whichever way you go, we will support you every step of
the way.
Hallmarks of a successful portfolio
Something we learned running hedge funds was that the
largest and most sophisticated investors in the world
tend to share four key attributes which set them aside
from the rest of the pack.
Our aim is to harness these attributes and make them
available to you, the retail investor, at a price you can
afford.
Investment Risks:
As always, before you decide to buy you need to understand the different options available to you, and the risks and
commitments involved. You should take financial advice to understand which option would best suit your needs.
Share prices may go down as well as up and you may not get back the original amount invested. Any information
relating to past performance of an investment or investment service is not a guide to future performance.
Simple and attractive fee
structure
At Eriswell we are aware of the corrosive
effect of excessive fees and remain
committed to keeping them low.
Finding the ‘tax wrappers’ that
are right for you
These are the building blocks of your portfolio
with each designed to bring you closer to your
life goals.
Bringing investment excellence
and fair fees into everyday life
