Our approach to investing for retirement
We only use evidence-based investment strategies, which are recognised by financial experts and world-leading academics. In fact, our approach to investment has the backing of a Nobel Laureate for Economics, Professor Eugene Fama. So we’re in good company.
We work to these five investment principles:
1. Don’t try to predict the future
We don’t believe in crystal balls. Investment managers can’t predict the future – and neither can we. We won’t recommend taking a punt on something that ‘might’ happen.
2. Maintain investment discipline
Ignoring the media noise in a volatile market is not easy, but our experience (backed up by research) shows the importance of sticking to a strategy and thinking long-term.
3. Diversify and keep costs low
We don’t put all your eggs in one basket. By spreading the risk over a wide range of different low-cost funds, you’re less exposed and will benefit from long-term results.
4. Risk and return are related
Risk – or volatility – is necessary to achieve a return. There’s never an increased return without an increase in risk. We help you decide what level of risk you’re comfortable with.
5. Investing for retirement is only a means to an end
The income you receive from investments is purely to enable you to do the things you want to do. Your strategy should always be aligned to your personal hopes and dreams.
“It boils down to a matter of trust – the relationship is excellent and I am comfortable having a substantial amount of investment being handled by them.”
— Barry Van Danzig, Mudeford
Interested in our investment approach?
Let us share a bit more about how we would work with you