Our Investment Philosophy

What's Your Risk/Return Profile?

Second Opinion Service

After years of using active fund managers we became disappointed that these managers did not consistently outperform the markets.  We adopted proven academic evidence based approaches to constructing investment portfolios for our clients using low fee, passive and smart beta funds.
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Before agreeing to how and where to invest its important that we discuss and mutually agree on your goals, key issues and your investment risk/return profile.
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Do you have an investment portfolio but are not satisfied with the returns or your level of service?  You may have an ad hoc mix of  investments without an overall investment strategy.  Is your asset allocation suitable for the level of  your risk return profile?  Your funds might have high hidden fees.  
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