Investment Management

Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we believe a better wealth experience requires a consistent investment approach based on financial science and grounded in real-world results. Our investment philosophy is based on almost a century of data, analysis and research, insights from behavioral finance and close relationships with leading academics.

A good adviser can help align your goals and risk appetite with an appropriate portfolio, built upon academic research. This ensures you are properly rewarded for the risks you take.

Learn more by watching the short video below or continue to our page on investment philosophy.

When you invest through Strategic Wealth Management Group, your assets are held by an independent, third-party custodian. We give instructions to the custodian in order to manage your portfolio according to your needs and plan.

Our investment management services offer:

• A strategy based on decades of academic research

• A globally-diversified portfolio, spread across thousands of securities

• A personalised investment portfolio based on your needs

• Access to institutional investment products only available through an adviser

• Regular, efficient rebalancing of your portfolio assets

• Regular performance and taxation reporting

• Ongoing advice and portfolio monitoring

Contact us now for a free, no obligations meeting.