Asset Management

Once we have created your comprehensive financial plan, we begin our rigorous portfolio management process. First, we customise a portfolio strategy based on the client’s personal financial plan, focusing on long-term returns while being keenly aware of short term market volatility (which can be hard to predict) and the fundamental relationship between your potential risk and reward. In developing the client’s investment strategy, we take into account a number of factors including investment goals, time horizon, liquidity needs, risk tolerance, tax impact, economic conditions, and international exposure.

Our investment strategy and distinct investment philosophy are based on a customised asset allocation model that spreads your risks over principally four asset types: fixed income securities, real estate investment trusts (REITs), US equities and international equities.

Then, we help the client choose from a wide range of investment options. We are free to consider all of the thousands of investment alternatives available today – and tomorrow.