Investment management is constructing a portfolio to match your investment objectives. Our clients usually have three objectives depending on their goals. They are:
- To grow their assets for retirement
- To generate an income during retirement
- To keep pace with inflation for assets designated for the next generation.
For our growth clients, we use a portfolio of 5 to 7 high conviction funds, that are pure asset class funds. This means our funds do not overlap in their investment choices which provides optimized investment returns. Each fund holds 25-45 companies that are carefully within their sector mandate.
Most of our retirement clients are looking to generate some investment growth with limited risk to market corrections. We have a short list of 3 funds that have a proven track record of performing well in down markets, while still providing long term growth.