IBOSS have been providing outsourced investment solutions to financial advisers and planners for nearly a decade. Their investment proposition and quarterly client review service sets them apart from their peers. The same investment philosophy runs through all their propositions, and their team-led approach, coupled with their independence, leads to better investment decisions to benefit the clients. Unlike similar businesses, they only deal with professional financial advisers. IBOSS firmly believe clients benefit from financial advice when making long-term investment decisions, and therefore they don’t deal directly with retail investors.
Founded in 2008, IBOSS have one aim: to provide innovative investment solutions. Their first proposition was the Portfolio Management Service (PMS). It remains a popular outsourced investment solution.
In response to adviser demand, IBOSS then launched their Open-Ended Investment Company (OEIC), which saw over £200 million invested within the first 2 years. At every stage of their growth, IBOSS have the needs of advisers, planners and their clients at the forefront of their minds.
Why choose IBOSS? Regular contact each quarter, giving a detailed breakdown of the changes made to investments, which includes information about the current economic climate. IBOSS are independent of outside influences, selecting funds from the whole of market, with no restrictions placed on them by third parties. Furthermore IBOSS are independently owned with no outside organisations, influencing their investment decisions.
IBOSS were built by advisers, for advisers. IBOSS listen to advisers and the financial planners alike, building their propositions based on their feedback.