我们的投资理念
所有聪明的投资，都是价值投资 — 以低于价值的价格获取优质资产
我们秉承本杰明·格雷厄姆（Ben Graham）的价值投资哲学，构建简洁而专注的投资组合，保持较低的交易频率，让复利的力量在长期中为客户发挥最大效应。
无论是通过个股、共同基金、ETF、专户理财账户（SMA）还是其他另类投资策略，我们始终坚持寻找具有长期竞争优势的企业或资产策略。我们坚信，与这些企业或资产策略长期合作，是实现客户财富增长与保障的关键。结合以下的全面规划，我们相信，这样的投资理念能为客户提供最大的财富增长和保障的潜力：
- 由经验丰富的理财规划专家打造的，清晰而灵活的财务蓝图，并结合专属的税务筹划与风险管理策略；
- 来自RBC（加拿大皇家银行）150多年历史沉淀的、值得信赖的金融服务网络，提供由各类领域顶尖专家组成的专业团队支持。
Our Investment Approach
All intelligent investing is value investing - Acquiring more than you are paying for
Trained in Ben Graham’s value investing philosophy, we build simple, high-conviction portfolios with low turnover, allowing the power of compounding to work in our clients’ favor over the long term.
Whether structured through individual securities or investment vehicles like mutual funds, ETFs, SMAs or alternative strategies, we do our best to seek investments that exhibit durable competitive advantages. As we believe that partnering with these investments unlocks long-term wealth creation. This potential is maximized through
- A well-defined, evolving financial roadmap crafted by our experienced Financial Planning Specialists, along with tailored risk mitigation strategies implemented by our unbiased Estate Planning Specialists.
- A highly reliable & trusted financial services network with over 150 years of heritage in serving clients, supported by best-in-class specialists across RBC
An overview of our comprehensive Wealth Planning approach:
