Portfolio Management

The MONTPELIER NORDIC Portfolio Management Service has developed as clients recognize the value in placing their investments under an actively managed service. Equally we understand that in today's advanced investment world client's are demanding a higher and more sophisticated service. A key to our success has been increasing the value we provide to our clients and keeping up with their rising expectations. Our reputation for superior service has proven to be a valuable differentiator in the highly competitive financial planning market.

Consistent Communication

MONTPELIER NORDIC have multiple channels for communication with clients. This includes direct channels such as telephone contact and indirect channels through tools such as the Internet. Regardless of the channel a customer chooses at any particular moment, the quality of that interaction is directly related to our ability to provide complete information within the context of the interaction. To accomplish this objective, we leverage the feedback gained from our clients and use it in an intuitive manner thereby ensuring Customer Excellence. Superior customer service is also predicated on the ability of each person in the organization regardless of role or responsibilities, providing a consistent experience for each customer. 

The Portfolio Team will be providing you with ongoing service, support and advice in relation to your investments. Additionally we will provide you with regular updates and full quarterly reviews that will provide detail on any changes to fund allocations that we have made as part of the discretionary managed service. 

The idea of the team format is that not only will you benefit from a dedicated contact point but also your investment strategy will be based on a collective consensus of opinions as opposed to that of an individual, which could be influenced by individual preferential bias.

Customer Excellence is contingent on a well-conceived roadmap to build a foundation of control and visibility of all systems and processes within an institution. Our people, systems and processes are in place to be agile and flexible enough to adapt to the changing needs of our clients and the investment environment. To address this constant challenge, MONTPELIER NORDIC provides a roadmap for Customer Excellence that focuses on three main objectives:


Everyone will have their own goals, aspirations and desires. Our philosophy is that we treat you as an individual and not part of a group. We treat customers with respect and take time to deal with each customer as an individual. We strive to provide quality service to each customer, so you will choose to utilize our services by being an effective listeners and making sure we understand what our client needs.

We do not use pre-set portfolios as so commonly operated, each one is designed and constructed in conjunction with you, our client.

Each investor's decision process is goal-focused and various parts of their respective portfolios are keyed to a variety of goals. These could be university savings, retirement and estate planning. Each goal will be treated as a separate and distinct solution.


MONTPELIER NORDIC have multiple channels for communication with clients. This includes direct channels such as telephone contact and indirect channels through tools such as the Internet. Regardless of the channel a customer chooses at any particular moment, the quality of that interaction is directly related to our ability to provide complete information within the context of the interaction. To accomplish this objective, we leverage the feedback gained from our clients and use it in an intuitive manner thereby ensuring Customer Excellence. Superior customer service is also predicated on the ability of each person in the organization regardless of role or responsibilities, providing a consistent experience for each customer.

The Portfolio Team will be providing you with ongoing service, support and advice in relation to your investments. Additionally we will provide you with regular updates and full quarterly reviews that will provide detail on any changes to fund allocations that we have made as part of the discretionary managed service.

We will also provide you with a secure user id and password so you can view the value of your investment via our website

The idea of the team format is that not only will you benefit from a dedicated contact point but also your investment strategy will be based on a collective consensus of opinions as opposed to that of an individual, which could be influenced by individual preferential bias.


What is financial planning? It's all about achieving life goals.

In the past, people may have thought about consulting a financial planner only if they had a lump sum, but these days planners help people build their wealth. MONTPELIER NORDIC advisers take a more holistic approach to your finances and discuss your life goals and produce a financial plan to help you achieve them. This will generally additionally involve looking at estate planning and ways to protect your assets. Tax issues may be part of this process, and MONTPELIER NORDIC provides sophisticated tax planning undertaken by specialists.

We therefore, don't simply look at one area of your finances. Rather, we take a holistic view of your overall financial situation and goals. From the very beginning, we'll help you to identify your objectives and what they mean to you from a financial perspective. And, if you're like most people, you may find there's something of a gap between where you'd like to be financially and where you're at right now.