Founded in 2010, PortfolioMetrix is a discretionary investment manager that partners with independent financial advisers to deliver customized and optimized investment solutions for their clients. The firm's proposition is built on a combination of proprietary software for financial planning, risk profiling, and portfolio analysis, alongside professional investment management. Their goal is to empower advisers by providing the tools and investment expertise needed to enhance their service offering and manage client wealth more effectively.

Founded in

United Kingdom