McInroy & Wood offers a discretionary investment management service to individuals, families, trusts and charities. In addition to managing individual segregated portfolios, our service includes the provision of pooled portfolios utilising, where appropriate, a unit trust structure to hold direct investments around the world. While originally designed as a facility for our discretionary clients others, including professional advisers and experienced investors, have also found appeal in these funds outwith our discretionary service.` Our investment philosophy is directed primarily towards the preservation of the real value of our clients’ capital and its purchasing power over time, while balancing capital and income requirements. Founded in 1986, family control and employee ownership have preserved a consistency of approach, culture and quality, which are all crucial to the lasting relationships we seek to establish with our clients.
