Asset Allocation
Central to investment performance is the establishment of an appropriate asset allocation for each of our clients.
This identifies how much is invested in different asset classes; the main ones being cash, property, equities, debt and commodities.
In order to establish an asset allocation for client we consider:
- Short term needs
- Attitude to risk
- Market timing
- Tax issues
Once this is agreed we advise on which specific investments to retain or purchase.
Interested? Contact us here.