Portfolio Solutions

Tailored allocation. Disciplined execution.

Delivering a better investment experience

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How We Invest

Systematic approach

 

We take a systematic approach to investing, an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.

Rather than relying on short-term forecasting, rigorous, unbiased academic research draws information about expected returns from the market itself. We select the most suitable securities to create the desired market exposure in the most cost and tax efficient way to capture returns.

 

True to our philosophy we don’t believe in predicting the market, but we do believe that applying scientific principles and a systematic approach to security selection in a disciplined way allows to build portfolios that deliver better risk-adjusted returns.

 

Risk management

 

We manage investment risk by using the combined powers of diversification and asset allocation. Diversification is a way to dampen risks. While some risks can be diversified away, market risk however remains and is expected to enhance your long-term returns if you build them into your total portfolio, and if you stay the course with them over time.

 

Using advanced risk alignment technology, we are able to calculate your personalized individual risk score. We use this quantitative method to pinpoint the level of risk that you can take and the level of risk that you need to take to meet your objectives. This high level of precision will ensure that no matter what is happening in the market, you can remain confident your portfolio is only as exposed as you need it to be.

 

Portfolio build

 

We conduct a strategic review of each individual client’s circumstances, asset base, goals and preferences. After establishing your personal risk score we build the asset allocation tailored to your preferences and wider asset base.

 

We then take a systematic approach to security selection. Using our placing power, we look to use the most cost-effective securities (mostly EFTs and single stocks) to populate a portfolio whilst also looking to minimize tax drag to continuously enhance returns.

Using this systematic approach allows us to build individual portfolios for our clients that reflects their personalized risk tolerance but also their personal investment preferences.

 

Execution and ongoing monitoring

 

Once we’ve built a model portfolio tailored specifically to you, we work with you to bring that framework to life through whichever trading platforms or investment accounts you are most comfortable with. As wholly independent advisors, our interests are aligned with yours throughout this process.

 

Our team then continuously monitors and adjusts a portfolio as markets develop as well as an investors personal situation changes. We employ a disciplined approach to rebalance to ensure that a strategy stays relevant and optimized to your personal risk score.

A clear way forward in three simple steps.

Fact Sheets

Evidence Based Investing Portfolios

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Evidence Based Investing Portfolios

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Evidence Based Investing Portfolios

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Evidence Based Investing Portfolios

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin pretium augue eget ultrices lacinia. Nulla molestie feugiat metus. Nunc at metus a ex porttitor iaculis. In vitae enim in tellus eleifend.

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Whether you are looking for a second opinion, have more questions, or are ready to become a client, we’re here to help.

How We Invest

Systematic approach

We take a systematic approach to investing, an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.

Rather than relying on short-term forecasting, rigorous, unbiased academic research draws information about expected returns from the market itself. We select the most suitable securities to create the desired market exposure in the most cost and tax efficient way to capture returns.

True to our philosophy we don’t believe in predicting the market, but we do believe that applying scientific principles and a systematic approach to security selection in a disciplined way allows to build portfolios that deliver better risk-adjusted returns.

Risk management

We manage investment risk by using the combined powers of diversification and asset allocation. Diversification is a way to dampen risks. While some risks can be diversified away, market risk however remains and is expected to enhance your long-term returns if you build them into your total portfolio, and if you stay the course with them over time.

Using advanced risk alignment technology, we are able to calculate your personalized individual risk score. We use this quantitative method to pinpoint the level of risk that you can take and the level of risk that you need to take to meet your objectives. This high level of precision will ensure that no matter what is happening in the market, you can remain confident your portfolio is only as exposed as you need it to be.

Portfolio build

We conduct a strategic review of each individual client’s circumstances, asset base, goals and preferences. After establishing your personal risk score we build the asset allocation tailored to your preferences and wider asset base.

We then take a systematic approach to security selection. Using our placing power, we look to use the most cost-effective securities (mostly EFTs and single stocks) to populate a portfolio whilst also looking to minimize tax drag to continuously enhance returns.

Using this systematic approach allows us to build individual portfolios for our clients that reflects their personalized risk tolerance but also their personal investment preferences.

Execution and ongoing monitoring

 

Once we’ve built a model portfolio tailored specifically to you, we work with you to bring that framework to life through whichever trading platforms or investment accounts you are most comfortable with. As wholly independent advisors, our interests are aligned with yours throughout this process.

Our team then continuously monitors and adjusts a portfolio as markets develop as well as an investors personal situation changes. We employ a disciplined approach to rebalance to ensure that a strategy stays relevant and optimized to your personal risk score.