Our Services

 

Asset Class Investing

We use appropriate specialists to provide the input to selection of the underlying assets within each asset or sub-asset class. Structuring portfolios using a combination of these asset classes is not pursuing an index strategy, nor is it an active strategy. We describe it as a structured, passive approach.  Investors benefit from the returns each asset class delivers, from low costs and from the historic advantages of tilting equities away from ‘large cap growth’ stocks.