The greatest obstacle to living is expectancy, which hangs upon tomorrow and loses today.
As your life changes, so do your aspirations. The advice we provide for our clients changes and adapts over time. Why we do it, however, is always the same. We want you to spend your time in the moment, doing whatever makes you happy, with the ones you love.
There is no reason for you to think that any man has lived long because he has grey hairs or wrinkles; he has not lived long, he has existed long. For what if you should think that man had had a long voyage and … swept hither and thither by a succession of winds … had been driven in a circle around the same course? Not much voyaging did he have, but much tossing about.
As keen students of history, we understand that expertise is a function of not only time passing but a willingness to learn, variety, curiosity and diligence. The great strength of our team is not the cumulative years of our existence, instead the cumulative learnings drawn from our diverse range of experiences, achievements and challenges. We are all focused on ‘voyaging’ not ‘tossing about’.
Great relationships are built on trust, and that means having the courage to be totally transparent. You’ll always understand where your funds are invested, and why, and you’ll have access to clear and concise performance reporting every day.
Your assets will always be registered in your name and if we’re making changes to the investment portfolio, you’ll know exactly what they are. Our investment process is always improving but never mysterious.
Difficulties strengthen the mind, as labour does the body.
When life throws up its inevitable challenges in the investment landscape, our team will be there to guide you and get you back on the right course. Our approach is to see difficulties as unique opportunities to learn and improve; we won’t shy away from them.
It’s not because things are difficult that we dare not venture. It’s because we dare not venture that they are difficult.
There’s no reward without risk. What’s important is not to take unfair amounts of risk without the prospect of equitable reward, and not to take so much risk that you endanger your most precious necessities.
You deserve better than random speculation. Our approach to risk is to quantify the probabilities and expect fair rewards for the risk we choose to bear. The process we apply is disciplined, consistently applied, and ever improving.