InvestSense | Our Expertise

about investsense

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Reliable, sophisticated Managed Account solutions for financial planners and their clients.

InvestSense is an investment management consultancy firm founded in 2014. The Team has extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research. Through our Investment Solutions we aim to help investors achieve their financial goals.

how we invest your money

Three pillars of our investment approach:

Forward Looking

We review the markets regularly and take a forward-looking view of where they are heading. We regularly interview managers, keep up to date with market information and assess risks and opportunities. This can sometimes mean we make decisions that are at odds with the rest of the market.

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Colour photo of a stairwell taken from the top with arrows showing a direction representing InvestSense's proactive investment approach.

Black and white photo of a man gazing out of a window representing InvestSense's focus on value

Colour photo of a man gazing out of a window representing InvestSense's focus on value

Valuation driven

We believe the price you pay for an investment – its value – really matters. Our valuation approach ensures that our investors are suitably rewarded for the risks they are taking.

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Transparent

You are trusting us to invest your clients' money, so we want you to understand how we do it. Details about your portfolios can be easily obtained on our portal, at any time.

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