Investment management
“Invest for the long haul. Don’t get too greedy and don’t get too scared.”
- Setting targets and necessary rates of return
- Asset allocation based on personal objectives
- Investment selection in line with objectives and risk tolerance
- Tax-efficient investment
- Analysis of fees
- Ongoing monitoring (performance and objectives)
- Protection of assets in the event of a drop or market correction
- Fixed income strategies
- Low Volatility Portfolio
- Investment risk management
- Extensive internal investment research
- Access to up-to-date 3rd party research
- Exclusive access to bought deals
- Real diversification by asset class, economic sector & geographic location
- Identifying investment value on a fee to performance basis
- Continuous monitoring, review and rebalancing of our clients’ portfolios
- Value based investing