We follow a disciplined process at every stage of working with you. From understanding your needs and creating a strategy, to monitoring the markets through to the day-to-day management of your portfolio.
Creating a strategy
Before we even start to think about investing, we want to get to know your goals in life. Would you like to take early retirement? Are you saving for your child’s education? Perhaps you want to focus on growing your wealth? Or maybe you’re more concerned about preserving it in volatile markets?
We’ll build a financial plan based on your life plan. Your investments will be built around that financial plan. Whatever your investment goals are, we can tailor the solution to help you get there. This strategy will then be linked to our proper advisory approach and investment process.