Investment Philosophy
In our view, educated investors are happier investors.
Before anything else, please read our "Investment Philosophy and Asset Allocation Policy". In this we outline our approach to investing client money. It will help you understand what we do (and why) with your investments.
Our "Statement of Independent Investment Principles (SIIP)" expands on the above and shows the past performance for our range of Model Portfolios through the end of 2023. For the record, past performance is no guarantee of likely future returns.
When investing your money, it is important to remember what we promise not to do.
Dimensional Fund Advisors (DFA)
Dimensional Fund Advisors (DFA) is our preferred supplier of market-leading investment solutions. The DFA investing principles are outlined in this short brochure.
The three short videos from DFA below will help inform you as to how we shape our investment advice:
