We can reduce the risks

Any investment involves a certain amount of risk. Through our detailed and thorough research process we aim to significantly reduce the risks for our clients.

Before we consider offering any investment opportunity it must meet the required standard against a number of stringent criteria which measure financial stability as well as the social impact. There are many good business ideas and established funds to be found out there but we select only a small proportion of them as suitable for investment.

We analyse:

Liquidity
Balance sheet data
Longevity - we rarely select start-ups
Leadership
Whether a business is investment ready
Access to capital

Only if a business can pass all the tests will it be placed on the Truestone panel of opportunities.

All or nothing?

Our socially motivated investment service can be accessed as part of our overall financial planning and investment management service.

As investment managers we insist that clients take a balanced view when it comes to including these types of opportunities in their portfolio. Our service is designed for clients who have significant assets to invest and generally a small proportion of the overall portfolio will be directed into socially motivated schemes. That money however will make a big difference to many people across the world.

If you feel you are ready to help make a positive impact by using your investments to help others call us now on 0845 362 8425 or email us at socialinvestments@truestone.co.uk.

Take the test – find out which investments might be suitable for you

Incorporate socially motivated opportunities into your investment portfolio