"HatTip" - It's Your Money: How Do We Invest It?

In our view, educated investors are happier investors.

In this post we outline our approach to investing client money. It will help you understand what we do (and why) with your investments.

To start, please watch the documentary below (not our work in any way). This is split into eight bite size segments. Grab your phone, tablet, PC or laptop and watch these as and when you can. You will learn an awful lot about the beliefs that underpin the advice we give to all of our clients.

Our "Investment Philosophy and Asset Allocation Policy" distills these beliefs into one side of A4.

Our "Statement of Independent Investment Principles (SIIP)" expands on the above and shows simulated performance for our range of Model Portfolios. For the record, past performance really is no guarantee of likely future returns.

You can even have a go at reading some of the literature that we have digested over the years. Particularly recommended is "The Investment Answer". It packs an awful lot of common sense into just 80-odd pages.

If our investment message resonates with you, come in and say "hello". As we say elsewhere, we are quite clear as to who we work with (and who we do not)!