How we invest

For over 30 years we have been investing clients’ money using a disciplined approach built on the foundations of capital protection and total return. 


Our bespoke portfolio construction considers each client’s individual circumstances and we focus on achieving their long-term goals while managing the risks along the way.


Our philosophy is underpinned by a number of key investment principles:

  • There is no need to strive for excessive returns and endure the risk and volatility that must be assumed to achieve them

  • We want to preserve client’s capital and achieve a respectable return

  • Individual security and overall market valuation metrics are always taken into consideration

  • Political, monetary, and regulatory policies and events are monitored and factored into our decision making

  • We overlay a variety of technical analysis’ to aid in our decision making and these are all monitored daily

  • We are not buy and hold. We are buy, hold, and constantly monitor

Things change. Recognize that things change. Change with them.

Begin your discussions now about how we can add value to your portfolio.