“As we get older it gets more difficult to keep up with, let alone, understand what’s going on in the financial world, and we take comfort in the fact that you are able to keep up with the play and keep our interests in view.”
Our investment philosophy
After years of using active fund managers we became disappointed that generally fund managers consistently under perform the markets. We adopted proven academic evidence based approaches to constructing investment portfolios for our clients using low fee, passive and smart beta funds.
What's your investment Risk/Return profile?
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.
Second opinion service
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.