• Investment Portfolio Management
• Introduction
• The Seven Paradigm Norton Principles
• Diversification to Manage Risk
• Other Services
• Giving - Philanthropy Planning
• Financial Planning for the Family in Business
• Comprehensive Financial Planning
• Tax and Estate Planning

"Effective investing is not an end in itself; rather, it is a vital part of the total financial planning process. It is a tool that enables you to plan for the future achievement of your broader goals and objectives."

Investment Portfolio Management

The Seven Key Principles

Our investment approach is based on what we would want if we were clients.

Our seven principles are listed below. We think they bring a radical but common sense approach to managing wealth and building capital for you.

• An outstanding level of personal service and attention to detail.
• Setting clear objectives established from an understanding of your long-term goals.
• A focus on strategic asset allocation and expert fund manager selection.
• A fee-based remuneration structure.
• Regular reporting - keeping you informed as to whether you are "on track" to achieve your goals.
• Consolidating scattered investment holdings into one strategy.
• Visibility and transparency that allows you to see where your money is invested, who is managing it and how it is performing.

These seven principles have always been an integral part of our advice-giving process.

Portfolio construction

Our investment process and investment strategy is designed to give you:

• A properly co-ordinated and disciplined investment approach across your entire portfolio.
• Access to a process that continuously maximises the risk–return relationship, reducing risk while delivering consistent returns with low volatility.
• Performance — we assess a manager’s performance through a solid understanding of their investment style, and seek to identify the value the manager has added to the portfolio returns.
• Our task as Financial Planners is to select the most appropriate range of funds to meet your requirements, objectives and views of risk, thus delivering peace of mind.

Our portfolios are designed to reflect a number of investment styles, of which value investing and growth investing predominate.

Your portfolio is individually constructed and tailored to your specific requirements and circumstances. Read more