Intelligent investing.
We help our clients think differently about investing.
Many investors believe that focusing on picking the next boom stock and buying before markets go up or selling before they go down is the key to success. However, from our own experience, and as evidenced through scores of academic research papers, we know that such emotional and undisciplined behaviours typically result in poor long-term outcomes. Investors rarely receive the returns they expect, nor the long-term growth their portfolio deserves.
That’s why we’ve built an advice firm with a verifiable and defensible investment approach. We focus not only on investment returns, but also how you feel every day about your investments. Our holistic approach to investment is designed to ensure our clients are able to remain calm and confident about the state of their investment portfolios, supported by consistent updates, advice and reputable points of contact over their investment journey.
“Traditional investing has failed. Find a better way.”
Low cost
Costs matter, especially over the long term. Many investment managers charge exorbitant fees for their services, making navigating the labyrinth of available managers to find the right teams — at the right cost — a daunting and often time-consuming affair.
Significantly, our premium investment managers are not available to the general public.
Evidence based
We don’t try to predict the daily, weekly, or monthly movement of financial markets. All expert research over the past five decades confirms no one else can do this with any consistency, no matter how reputable they may be or how many analysts they employ.
Rather than try to forecast the future, we focus on capturing the potential returns available within shifting markets in a systematic way. Based on decades of the best available research, combined with a comprehensive understanding of current variables, we put financial science to work when building your unique investment strategy.
Goals focused
We help our clients minimise distractions of opinion, speculation and often inaccurate, biased, or misleading ‘news’ from financial media. We help our clients navigate uncertainty by focusing on what's important, providing clarity to their unique objectives, then building appropriate investment strategies that align with current and future goals.
If you’d like to understand more about our approach, you can download our Investment Philosophy & Process below. We also offer all new clients a presentation on our approach that goes into as little or as much detail as you wish.
For those who want to see their capital aligned with their personal and professional values, we also offer investment options that favour companies pursuing sustainable approaches to business. To learn more about our tailored approach, please click below.