The Plimsoll Client Experience

How do we get started?
We view financial planning as a dynamic, constantly evolving process.  Plimsoll’s approach is based on conversations not checklists or questionnaires.  We want to identify and then focus on the financial concerns that are most important to you.  We address the larger issues first and set the smaller ones aside for a later time.  We help guide the agenda but YOU set the agenda.  Your life and the investment environment change all the time and your financial plan must adapt along with it.

Does every client receive the same allocations?
No.  Each client has a unique set of circumstances.  The asset allocation model we recommend and deliver is proprietary to Plimsoll and is modified to meet your individual goals and objectives.  We have a baseline portfolio allocation that is reviewed and updated when warranted by our Global Investment Committee.  These allocations are adjusted to meet your individual situation.

How will I know where my money is allocated?
One of our principles is to make this process as simple and transparent as possible.  It is YOUR money.  Each quarter you will receive a report organized by the exact dollar allocation into each asset class that aligns with the Plimsoll proprietary framework.  In addition to highlighting the investments you have in each category, you will also see exactly how each has performed.

As an independent firm, how can I be sure Plimsoll has access to the best managers?
This is where our Global Investment Committee plays a significant role.  Due to their stature and length of experience in the investment management industry and the relationships these individuals have built over their distinguished careers, they can provide Plimsoll with access to many of the top money managers in the world.  In addition to standard quantitative due diligence measures, the screen to qualify for the Plimsoll platform is very simple.  Would an Investment Committee member entrust a portion of their personal portfolios to the manager?

How often can I communicate with my Plimsoll advisor?
The simple answer is as much as you need to.  The Plimsoll business model is boutique in nature designed to provide the necessary personal local service you require with the support and resources of a global organization.