We offer traditional income and growth portfolios as well as various specialized investment solutions, providing clients the opportunity to invest over the entire risk continuum.
- Most traditional portfolios incorporate an asset allocation and investment into various asset classes. This approach has not always been adequate to protect portfolios. We believe that investment strategy needs to evolve further and provide specific solutions to specific portions of an individuals wealth – goals based investing. We aim to create individual portfolios with specific objectives, strategies and risk parameters. Controlling risk is an essential ingredient of all our strategies.
- Overarching all investment solutions is a thorough macro, bottoms up and technical analysis. We use open architecture to access the ‘best thinking’ from independent research firms and other sources. These inputs are used to create investment solutions, free of any conflict or bias.
- We use active hedging strategies, as well as non-correlated asset classes, either to protect portfolios or to take advantage of investment opportunities. We believe both these ingredients are necessary to provide optimum risk adjusted returns.