The final two steps of portfolio design are encompassed by investment strategy.

• Market Timing: The investment manager will strategically alter the investment mix weights away from normal in an attempt to capture excess returns from short term fluctuations in assets class prices.
  
  
• Security Selection: Finally the investment manager will select individual securities with an asset class to achieve superior returns.

Once asset allocation decisions have been made it is possible to invest either directly into stocks and shares or use collective investment schemes.

Some of our clients have more specific requirements. They perhaps have core collective investment holdings elsewhere and turn to us solely for direct equity exposure.

Other clients may have a pressing need for income, capital preservation, or tax efficiency. Our service can address each of these needs on an individual basis.

Whatever your requirement, we will establish an investment strategy to help you achieve your financial goals. We would like the opportunity to discuss your requirements further. Do not hesitate to contact us.