How we invest
Our aim is to grow your wealth from start to finish, but also prepare for the unexpected. To do this, we build your investment portfolio with a three-bucket approach, according to your goals and comfort with risk. By using three adaptable portfolio components, we’re better positioned to provide the growth and diversification you need while preparing for market downturns:
- Blue-chip companies
Think mature, stable companies that offer steady returns, but with little volatility
- ETFs
This component helps provide wide, diversified access to non-traditional markets, geographies, and assets.
- Alternative investments
These types of investments generally zig when the markets zag, providing excellent diversification and keeping you balanced in volatile times.
*All figures in the above chart are for illustrative purposes only and do not reflect on actual investment in any particular product.
We take pride in building your wealth, steadily. When an unexpected expense or market downturn occurs – as they inevitably do – we’ll have strategies in place to help protect your wealth and lifestyle.
