Our objective is to achieve Absolute return and Wealth preservation, allowing our clients the ability to leverage off our philosophy to make sure that their families financial futures will be secured. Using a top-down approach, we look at buying mega-cap, market-leading companies that generate significant amounts of cash, that withstand tough economic conditions. In doing so, it provides the portfolio with the ability to preserve capital, the ability to invest in great businesses at decent prices and pay dividends. As mentioned, where it’s practical and possible, we would look to phase in equities over a period of time to mitigate risk.
Our Asset Management services extend to Reg 28, Personal Share Portfolios, Retirement Annuities, Alternative Investments and Tax efficient structures by wrappers and Endowments both locally and Offshore .