Our Investment Philosophy

As financial advisers responsible for advising on investments and managing money, we need access to tools and resources that give us accurate information and the ability to make changes in a timely manner. This is why we have a preference for some platforms over others. 

Portfolio management is a continuous process where we regularly update and adjust your investment portfolio to reduce risk and align with your investment goals. We use Separately Managed Accounts (SMAs) for most clients, which offer transparency and flexibility. This is a diversified variety of investments that comes under a portfolio that you can see where your money is invested and easily move assets in and out of.  

We employ a dynamic asset allocation strategy to achieve returns with less risk, regardless of market conditions. Our investment committee and external consultants help us identify opportunities to improve returns or lower risk, which we incorporate into your portfolio by adjustingthe weightings of your asset class. 

We believe in diversification to manage risk and capture growth opportunities, so we design portfolios with defensive and growth assets. Through thorough research, we select various investment options, such as unit trusts, managed portfolios, direct equities, and ETFs, to effectively diversify your portfolio and assist in achieving your investment objectives. 

Click here to download our “Investment Philosophy and Managed Portfolios” document (PDF).