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Our Approach
Everyone has differing needs or goals depending on where they are at their stage of life. When it comes to capital you are most likely to want to accumulate it, preserve it or use it. It is our role to advise you on the best way to achieve this and to accompany you on this journey whilst doing so.
We begin by getting to know each other which allows us to understand your requirements and how we might be able to help. From here we will draw up a financial plan in accordance with your aims. This will incorporate tax efficient structures to enhance returns and an investment proposition appropriate to you.
When it comes to managing money our investment objective is to achieve risk adjusted returns over the long term whilst preserving capital. We achieve this by using both passive and active strategies across a broad range of asset classes. This helps us capture the performance of the market at a low cost and with reduced volatility, whilst seeking outperformance from exceptional managers running concentrated portfolios.
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Price fluctuations have only one significant meaning to the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.
Benjamin Graham
Father of Value Investing and author of the Intelligent Investor
