These investment rules help keep the investment process and most importantly clients and the investment team on the right tracks.
We believe in objective based investment. We also believe that our clients will reap the greatest benefits by taking a long-term view and being able to stay on the course during tough times. So we only invest our client’s money for the medium to long-term, advising them to keep funds in cash or cash accounts to fund their short-term objectives
In investment, a broad, diversified portfolio works best. And this is what we aim to offer all our clients, ensuring we take their attitude to risk and the time horizon of investments into account.
Each client will receive their own tailored investment solution. But our process for portfolio creation always remains consistent.
According to research, Asset allocation is key influence when it comes to the returns of a portfolio, and that’s something we agree with. That’s why we create portfolios that invest in different types of holdings to strike the right balance – something we believe is one of the most important parts of the investment process.
We review our clients’ investments at least once a year. They’re also regularly rebalanced to ensure the asset allocation and level of risk is still appropriate – and that means the least amount of risk to achieve each client’s objectives and goals.
We believe in simplicity and we stick to the basics of investments.While investment returns are beyond our control, we can influence the amount of risk taken and search out funds that are delivering stronger returns. Our diligent approach to risk over the years has meant we’ve been able to add real value to our clients’ portfolios.
Unfortunately, market returns are not guaranteed and the value of any investment can go down as well as up. However, our investment process takes into account the impact of all potential returns, putting our clients in the best position possible to achieve their investment and life goals.