Trust DFM Information

Trust DFM was created by IFAs for the Clients of IFAs. We have a unique objective-based approach to investing which offers an insight and understanding to clients that we believe cannot be found elsewhere. Independent Financial Advisers (IFAs) have a deep and meaningful relationship with their clients that we feel cannot be replicated by the banks, insurance companies, or massive advising firms, and certainly not by ‘bots’ and algorithms over the web. It is this unique relationship that allows IFAs to understand clients, their families, and their lives. We understand that many people also want to ensure that the investments they use are not detrimental to the world, and so we also offer a range of Sustainability portfolios, which you can access via The Attenborough Scale®, a specialist strategy which allows you to mix standard investments with those that are designed to create a sustainable world. Our standard investment models can also be accessed either through our managed range or through our passive range, giving you and your adviser the power to design an investment profile that fits your individual needs.