We do not create client wealth, capital markets do that. However there is a belief that by selecting certain fund managers you can outperform the market.
When fund management expenses are taken into account most funds underperform the market over the longer term. There is also the problem of how we identify those fund managers that could potentially beat the market. Picking those that have performed previously does not guarantee future performance.
Our portfolios are constructed using multi-asset class investing which has over 30 years of performance in the marketplace. We are very different to most advisers in that we don’t pick funds. Rather we use academic research and scientific implementation to create investment strategies that emphasis asset class allocation and minimum trading.
We do not focus on trying to beat the market, rather we help clients concentrate on the return they require and provide access to the market through vehicles that capture the growth available. We help clients focus long term rather than worrying about day to day or year to year fluctuations.
As a ‘boutique’ financial planning company we have partnered with Dimensional Fund Advisors to bring an institutional and robust investment process to clients which helps them achieve their financial goals and objectives.
Services we offer
- Audit and Accounts
- Tax
- Payroll
- Business Consultancy
