All investors are different and unique with their portfolios yet certain investment principles remain constant
Asset allocation accounts for as much as 90% of portfolio performance. Getting that right is our number one priority. It is how we try to deliver consistent long-term results.
Risk Return Tradeoff
The more risk an investor is exposed to, the higher returns that investor ought to enjoy. We will never expose your portfolio to more risk than you are prepared to tolerate.
The careful combination of different asset classes, such as fixed income, equities and cash, can reduce risk while increasing returns. Portfolio diversification is key.
We are enthusiastic about investing in dividend-growing companies. Accordingly, we are big on dividend paying to our clients.