How Do Our Copia Governed Portfolios Work?
At LEBC, we have a variety of Copia Governed Portfolios, across five risk profiles and 2 time horizons. We also have 5 long term Copia Governed ESG Portfolios. The most appropriate one for your investment needs is identified after completing an in-depth risk analysis with your adviser.
The portfolios are managed by a discretionary manager, Copia Capital Management, and overseen by our Investment Committee which defines the objectives for each portfolio, sets the mix of assets within the portfolio and selects from a broad range of funds for each asset class.
This strategy is then reviewed quarterly, ensuring that your investments are rebalanced as required, in line with your personal risk requirements.
Alongside the individual personal service provided by your adviser, you can keep up to date with your investment portfolio via our online client portal. This platform allows you secure access to view updated performance, transactional data, key documentation and changes to your portfolio.