DESIGNING YOUR PORTFOLIO

Our investment philosophy is based on the belief that diversification through different asset classes delivers sustainable growth.

Why? Academic research, including the modern portfolio theory and the Farma-French three factor model, suggests the weighting of your portfolio will determine your risk and return.

Diversifying your funds across different asset classes can reduce volatility.  Often, when one asset class is performing negatively, others remain stable or can perform positively.  This can also be the case with assets spread across different countries.  One country may perform negatively, while another may perform positively.

We also believe that trying to actively manage funds to outperform the market is not sustainable.  Unfortunately, there is no magic formula.

With this in mind, we only work with specialists that share our investment philosophy.  This is not a passive investment approach, nor is it an active management approach.  We would describe it as a strategic management approach.

This approach sees our investors benefit from low costs and tilting funds, invested in shares towards smaller companies positioned for growth.

Talk to us about what we can do for you.

We have researched many investment management solutions. We have chosen to work with investment management companies that have been researching and managing portfolios for many years. They have a proven track record for delivering results and managing risk. As part of our criteria, it’s important their offering takes the complexity and sophistication of investing and simplifies it for you.

Which is right for you? That depends on your situation and what you are trying to achieve. We’ll partner with you to achieve your goals.