Introducing the Wealthmaster Managed Portfolio Service

Morningstar® Managed Portfolios™
High-quality discretionary portfolios built
with investors’ needs in mind

We are delighted to announce that our Wealthmaster Service now includes the Morningstar Managed Portfolio service, which marks another important step in our investment and financial planning proposition.

The portfolios are available with both active and passive management strategies and are managed on a discretionary basis by Morningstar’s expert team of consultants. The Cockburn Lucas Investment Committee will maintain ongoing oversight of Morningstar to ensure that it is delivering the right outcomes for our clients.

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Start planning now!

We believe the Morningstar Managed Portfolio service will offer solutions for all investors – whether you are looking to grow a nest egg or provide a retirement income.

To talk to one of our expert financial planners today and arrange a free, no-obligation initial meeting, please contact our office on:

0115 981 95 29

enquiries@cockburnlucas.co.uk


Various portfolios are available, providing a wide range of solutions for our investors with different objectives and risk profiles, as follows:

  • Growth Portfolios – These portfolios are aimed at provided long-term capital growth. There are five Growth Portfolios available ranging from Cautious to Adventurous, ensuring there is a solution for a range of investors with different appetites for risk.
  • Income Portfolios – Geared towards providing a growing and sustainable level of income over the long term and aimed at those who are in or approaching retirement.

With such a varied range of portfolios available, coupled with our strong belief in Morningstar’s investment management and research, we believe that the Morningstar Managed Portfolios will significantly enhance our ability to provide our clients with a risk managed solution no matter what their investment objectives are.

It all starts with a conversation, so let’s talk…

We believe the Morningstar Managed Portfolio service will offer solutions for all investors – whether you are looking to grow a nest egg or provide a retirement income.

To talk to one of our expert financial planners today and arrange a free, no-obligation initial meeting, please contact our office on 0115 981 95 29
or e-mail us at: enquiries@cockburnlucas.co.uk