An "Investment Philosophy" is set of guiding principles that inform and shape an individual's investment decision-making process. Examples of investment philosophies, or styles, include:
Value Investing: Seeking relatively undervalued stocks and believing they will eventually produce strong returns.
Fundamentals Investing: Identifying companies with strong earnings prospects.
Growth Investing: Buying into companies that have promising emerging products or services that hold promising growth potential.
Socially-Responsible Investing: Looking for companies that adhere to certain set of moral and/or ethical business standards.
Technical Investing: Examining past market data to look for hallmark visual patterns in trading activity to make buy and sell decisions.
Contrarian Investing: Making investment decisions in direct opposition to the market majority (selling when others are buying).
We have developed a unique approach to wealth management.
We understand that wealth means different things to different people. Using our collective expertise, we can help you focus on what’s important to you and help you create an Investment Portfolio tailored to your circumstances, objectives and financial personality.
Our Investment Philosophy combines insights from the science of behavioural finance and psychology with modern portfolio management techniques to provide individually optimized performance.
By considering the human aspects of investment decision-making, we can gain a more accurate understanding of you as an investor.
By looking at every aspect of your wealth from a holistic perspective, we aim to create a customized portfolio that matches your objectives and financial personality, while maintaining a level of risk with which you are comfortable.