At Ascent Private Wealth, we understand that every investor is different, with varying complexities surrounding all aspects of their lives.
That’s why we have developed a set of six core investment principles that we adhere to when providing investment advice, developing and managing our clients investments. This ensures that our clients have an effective approach towards investment success so that we can focus on meeting their long term goals and objectives.
“The important thing about an investment philosophy is that you have one you can stick with.”
Our investment philosophy is built on the following six key principles:
1. We take a long-term strategic view to portfolio management and planning
We believe that portfolio management and planning must fit with your strategic goals and objectives. This leads us to take long term strategic decisions and to always avoid short term attempts to time the market; we are essentially investors, not speculators.
2. We build portfolios based on sound foundations and research
We understand that clients are concerned with preserving their capital, growing their asset base and avoiding the countless risks that are associated with investment markets today.
“There are two kinds of investors, be they large or small: those who don’t know where the market is headed and those who don’t know that they don’t know.” William Bernstein
3. We leverage specialist investment professionals
We recognise that making smart investment decisions and following investment advice can be challenging. With the help of a range of specialist investment professionals, we utilise their skill and knowledge to leverage their deep resources – including people and technology – specifically to help both you and your portfolios.
4. We ensure effective diversification at all levels
Many people take a concentrated approach within their portfolios by only owning a handful of investments. In doing so they are taking on significant investment risk without adding additional expected return.
5. Portfolios should be cost effective and tax effective
All too often investors ignore the impact of costs and taxes on their long term returns. We build portfolios to be both cost and tax effective.
6. We regularly review and maintain portfolios
In this ever changing world it is imperative to review each element of an investment portfolio to ensure it continues to meet its original objectives, delivers appropriate returns for the risks taken and performs in line with similar investments.
For further information on our investment philosophy and general investment advice and portfolio management please contact our office on 03 9672 5111 or email us