City Financial is a global independent investment management firm with US$3.3bn in group assets under management. We offer a range of multi-asset funds and model portfolios across the risk/reward spectrum. In addition, we offer nine differentiated alternative strategies.
Our multi-asset funds are actively managed. We adjust asset class and style exposures over time to reflect our view on the best sources of future returns for the appropriate level of risk. Our model portfolios aim to deliver an outcome in line with a specified risk profile. Our investment process is tailored to be appropriate for managing risk-targeted portfolios.
Dynamic Planner is an industry-leading provider of risk profiling services and is our partner of choice in providing financial advisers and their clients with a meaningful measure of long-term fund and portfolio investment risk.