Investment Management

In order for us to provide you with the most valuable investment advice, we must understand what investment strategies are most likely to succeed.



Our approach to investment management is an extension of our core mission. In order for us to provide you with the most valuable investment advice, we must understand what investment strategies are most likely to succeed. This understanding can only be gained through an examination of the available evidence. This process of examination, called Evidence-Based Research, is the basis for our financial roadmap.

The knowledge gained through this process is carefully appraised and executed by your own Personal Financial Adviser who has taken the time to understand the difference between meaningful academic studies and subjective, agenda-driven research. This means our advice is much more than just another opinion on investing. Instead, our investment advice is substantiated with extensive back-testing, decades of research and overwhelming academic and management support.

The "picture perfect" portfolio does not exist, yet there definitely is a portfolio that is rightfully suited to you. Helping you to build the right portfolio takes a deeper understanding of your circumstances, the latest academic research, and incorporating the most effective, diversified, low-cost investment vehicles available. It is our duty to make things clear, organised and easy to understand so you can be sure you are taking the right steps toward realising your goals.

Learn more about our investment management services by following the links below.


Our Investment Management Services



  • Discretionary Services

    With our discretionary investment management service, your funds will be invested by a qualified investment manager with reference to your objectives and risk profile.

    Learn more
  • Advisory Services

    With our advisory service your investment manager will provide advice and recommendations based upon your objectives and risk profile, but you make the final investment decisions.

    Learn More

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