IBOSS is an award-winning, boutique asset management company that offers outsourced investment solutions, including a discretionary Managed Portfolio Service, exclusively to the financial adviser marketplace.

We were founded in 2008 by a group of financial advisers and have, over time, developed from adviser feedback. We firmly believe in the value of financial advice and the value advisers provide to their clients. We are also aware that they are constantly under pressure to justify fees and demonstrate added value. In an environment of fast-moving markets, stricter regulations and ever increasing compliance legislation, we do everything we can to support and enhance the adviser-client relationship by providing excellent service, all whilst delivering consistent risk-adjusted returns.

Our investment aim has always remained the same; to beat the relevant benchmark over as many periods as possible, with less than benchmark volatility and lower drawdowns, across all risk ratings.

Contact details: Kevin Morrison
Tel: 07891 814345
Email: [email protected]