Our Investment Process
Understanding our clients’ needs is the foundation of our wealth management philosophy and process. We formulate sophisticated wealth management advice and present appropriate investment strategies that best fit your desired goals and expectations. Once a wealth management plan has been established, an investment strategy is chosen and implemented. We judge investment opportunities by evaluating suitable securities within global equities, bonds, currencies, and managed funds with the aim of creating portfolios with diversified asset allocations.
We think in terms of economic cycles and we focus meticulously on assessing the value propositions of various asset classes in the prevailing economic environment. Our investment team then selects the eligible assets and constructs portfolios that have the highest probability of achieving the established objectives within the given risk framework. Client portfolios are monitored on a regular basis to ensure that they remain positioned appropriately in agreement with the client’s investment strategy.