Our aim is to select those managers that have the ability to exploit market inefficiencies and deliver medium to long term consistent performance.

We follow a stringent and robust process when assessing investment funds. Our focus of attention is:

• Consistency of performance over revolving three years periods relative to a benchmark.
• Representativeness of the asset class category the fund is in.
• Fund assessments by leading Rating agencies
• Risk adjusted returns

 

We only those funds that meet our strict criteria.

In support of our commitment to have a consistent, efficient and repeatable wealth management solution, we administer and manage a series of risk graded model portfolios. With each, we take on the responsibility for selecting, blending and monitoring the funds within each asset class.