As financial planners and investment advisers we believe that the purpose of a client’s investment portfolio is to find current and or future financial objectives. The design of the portfolios must consider financial objectives, attitude to risk, time scales, capacity for loss, needs for current income and liquidity as well as other considerations such as tax and environmental, social and governance matters.
None of us can predict the future and we do not think we and any investment managers will make the right decision every time. We do believe that by studying historical trends and approaches of successful investment managers can provide valuable insight. The appropriate degree of asset allocation for your goals and risk tolerance is the most important component in what we do, we firmly believe that having a well-diversified, well balanced portfolio, following long term buy and hold strategies and having patience will increase the likelihood of achieving your long-term goals.
