Our basic investment philosophy is that everybody is different and hence everybody needs a different investment portfolio. Our job is to understand how you are different and to construct a tailor made portfolio of assets for you which are
- consistent with your risk tolerance and time frame
- chosen because they are best ones for you and not because we are getting paid a commission to recommend them
- capable of giving you a sensible return without undue risk
- of a high enough quality that we would be happy to invest in them ourselves
Who should use us?
- Family trusts and charitable organizations who need professional input
- Trustees who do not have the necessary investment experience themselves
- Anybody managing their own retirement portfolio.
- Anybody who has sold a business or large asset such as a farm.
- Anybody who would like a discrete part of their portfolio managed externally, perhaps in an area that the lack the expertise to do themselves.