SERVICES
Individual portfolios can vary from $50,000 to several million dollars.
Everyone's circumstances are unique so the investment strategy that's right for you should be individually tailored to fit your situation, and that is established at our initial meeting with you. At that point, we gauge the relationship between your particular risk profile, your desired returns and your long term objectives.
Once we have a firm appreciation of who you are and what you want to achieve through investment, we allocate your wealth across a mix of asset classes that will help achieve those goals, with a firm bias towards managers who use the same Value strategies that we do.
The portfolio is actively managed and progress of your portfolio is reflected in regular, quarterly reports, accompanied by our market view going forward. Various other reports are also supplied, including a tax report covering your investments which can be handed to your accountant.