Finding an investment solution that fits seamlessly into the continuous circle of advice for clients, is hard work and we speak from experience. As a result of being let down when volatility rises and significant events happen by fund managers time and again we have developed our own Outcome focussed and Risk managed fund management service that can be insourced into other financial advisers.
Our strategy, known as Outcome Based Investing (OBI) aims top provide solid returns across all client portfolios by focussing on getting the balance between delivering outcomes and managing risk. We created the theory over 15 years ago and have had many years and numerous significant events to prove the theory works. Our established track record is based on constructing investment portfolios and cyclically adjusting them by blending different investments over an economic cycle, in order to reduce risk and maximise returns, and using cash as a hedge against risk, when we feel the economic environment makes delivering the outcomes hard to achieve. By trying to protect against significant downturns this reduces the shocks that clients experience and creates the opportunity to take risk when we feel it will again be rewarded.