Investing is inevitably an emotional endeavour. Unless schooled in the principles of behavioural finance, most investors will at certain points unwittingly undermine portfolio returns through irrational actions (which may appear rational at the time).
Our goal as an adviser is to improve upon the return shortfall that investors generally experience, by means of a disciplined and structured approach to investing.
Our approach can be summarised as follows.
“Create the right asset mix that protects purchasing power over time with a level of volatility that is consistent with the client’s risk profile and tolerance”