Intelligent Investing™

bringing your financial plan to life

Your Wealth

Owning a diversified portfolio of assets over time is a proven strategy for building your wealth.

Your Purchasing Power

Preserving the purchasing power of your money is critical for funding your future lifestyle.

Your Goals

Staying invested is a proven way of meeting long-term goals, like maximising your retirement income.

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.

How do we build our clients' portfolios?

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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Fear Of Missing Out - Capital Asset Management

FOMO may be bad for your wealth

It feels at the moment that the markets have gone a little mad. Almost everything you hear on the news or read about investing suggests that everything is going up. The US market is up

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Questions about Investing. Capital Asset Management, Intelligent Investing Programme

What you might be wondering as an Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but

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Investing Anxiety, Capital Asset Management

All-Time-High Anxiety

KEY TAKEAWAYS: Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But shares are not heavy objects kept aloft through strenuous

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