bringing your financial plan to life
What is Intelligent Investing™?
The roots of our investment programme come from investment theory and academia drawn from the work and research of three Nobel Prize winners.
We often refer to the way we invest as a ‘systematic’ or ‘evidence-based’ approach. It is a disciplined, rules-based, and unemotional approach to investing.
What are our core investment principles and beliefs?
In a systematic approach, returns come predominantly from markets, not from fund manager skill.
Investing in a broadly diversified portfolio where costs are controlled and kept to a minimum is at the very heart of our investment approach.
Building portfolios for our clients requires research, due diligence and a healthy dose of common sense.
Our investment process is a three-stage model, which we’ve been running successfully for over 10 years.
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The Stock Market keeps marching higher and higher, however, at some point, the market will eventually fall. And when it does, the financial media will amplify the perceived significance of an event and its expected impact on