Investment Philosophy

As a fully independent firm, we consider a wide range of financial strategies and products, and we constantly review the market to ensure the services and products we offer are appropriate for our clients. We believe the number and variety of products we consider is representative of the relevant products available. As a general rule of thumb, we aim to provide ‘mainstream’ products in most cases. This means that with a past proliferation of products such as 130/30 funds, absolute return funds, esoteric and alternative investments, complex tax mitigation products and guaranteed equity linked funds, our position is to be sceptical as to their suitability to our clients. We aim to stay true to core values of simple, time-honoured investment principles such as asset allocation, spread of investment, short/medium/long term investment horizons and the division of our clients’ portfolios. We only advise on the use of higher risk and reward solutions in very specific, strongly justified individual cases. The adherence to the ‘mainstream’ philosophy is a risk avoidance strategy on behalf of our clients and our firm. Since the inception of Invest Southwest in 2007, the turbulent investment climate has provided a stern test of our investment methodology. By consistently applying a scientific approach, our clients’ portfolios have proven to be robust and balanced. In addition, we have been able to achieve excellent levels of understanding within our client base due to the simple and clear process followed in achieving a sensible investment strategy. Our success on behalf of our clients speaks for itself. CONCLUSION INDEPENDENT FINANCIAL ADVISERS