In this episode of AdviserTech Unplugged, Chief Executive of O-IM, Lewis Hamm chats to our host Sim Sangha about the benefits of working with an investment manager that exists for you. Lewis chats about the importance of detailed security analysis in developing high quality portfolios and creating portfolios with specific objectives like SRI or AIM IHT.

Lewis explains how well researched companies form an integral part of their portfolio construction, and how that creates a wider choice for advisers. Lewis dives into the value proposition of an investment manager and how they can provide value for advisers and their clients. 

Lewis talks about what their ideal client looks like, fellow trailblazers! People who are frustrated with their current provider and the complexity of the market where O-IM can partner with and support for the benefit of the end client.

Tune in here: