Getting the big decisions right determines how much you make on your money. We help you choose whether to be in cash or property, equities or government bonds, or in a mixture of those. So many asset managers charge you for trying to choose the right shares but on average stock-picking managers do less well than just buying all the shares in the Index.
We concentrate on the big picture. We use Exchange Traded Funds (ETFs) to buy into the index when we want to own a market. ETFs help us keep costs low and avoid the unexpected losses a conventional manager can incur. Some clients like us to advise them to help them reach their own asset allocation decisions, other want a full discretionary management service. We can do either.
Lots of managers tell you they are different. We are different.
Our philosophy
We believe strongly that taking carefully-considered asset allocation decisions is the crucial part of the investment management process. A range of studies over more than 20 years concludes that in most cases more than 100% of investment returns ca....
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Index-tracking with Exchange Traded Funds
Exchange Traded Funds are ideal portfolio building blocks for implementing an investment policy because they are cost-efficient, sharply defined, index tracking funds.
They are each dedicated solely to investing in one particular investment asset c....
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