Investment Principles

Our aim is to help you make smart decisions about your money and, ultimately, to enjoy the peace of mind that is the product of a successful investing experience.

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To achieve this outcome, we will:

  • Determine your individual capacity for investment risk and match it to the most appropriate investment portfolio
  • Utilise a proven scientific approach to asset allocation and fund selection
  • Review your existing investments to ensure they are in line with your current and future objectives
  • Make recommendations to bring your existing investments into line with your risk profile and performance objectives
  • Comprehensively report the progress of your investments

The following two documents provide more information about our beliefs and the decisions we make when designing our investment strategies:

EBI Model Portfolio Service: An introduction

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Swindells Financial Planning: Investment Philosophy

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Listen to Duncan discuss our investment philosophy

Investing in troubled times and investment fundementals