Our investment philosophy

Rose SquaresWe aim to preserve family wealth. To do this we seek consistent, realistic, risk adjusted rates of return. We believe that risk management has everything to do with avoiding pitfalls and losses.  Warren Buffet said it best when he said ‘Rule No.1: Never lose money. Rule No.2: Never forget rule No.1’.

We are close to our clients. We have in-depth and ongoing meetings and reviews to ascertain client investment needs and risk appetite in the short, medium- and long-term. We factor in specific limitations and personal preferences to our investment choice and asset allocation process.

We are cost sensitive and manage every aspect of the value proposition for our clients from a risk, cost and return perspective.