Fixed interest & cash
Cash, short-term deposits and bonds.
At Strategian, you remain in control. After formulating an investment strategy based on your requirements we liaise with our clients before we take any action on the portfolio.
At Strategian we do not hold clients funds. All funds, stocks and investments are held with client designated custodians.
Knowledge is power only when it is acted upon. We at Strategian have customized investment strategies for each of our clients. We draw on our access to cutting edge research to manage your investments.
Every investor has different goals — the key to achieving them is finding the right balance.
Every investment strategy and investment portfolio is individually tailored to suit the specific and individual needs of our clients.
An investment portfolio is the assets held by an investor. Our investment options are made up of different combinations of asset classes. Understanding their characteristics can help you make wise investment decisions when it comes to your pension.
Asset classes are broken into two categories — defensive and growth
To reduce the risk of losing capital when investing, you should diversify your investment portfolio. This means not putting all your eggs in the one basket.
Diversification can be implemented in three distinct ways by investing:
At Strategian our goal is to create a successful investment experience for our clients. Peter Burke CEO
Determine an appropriate spilt of growth and defensive assets after assessing the client's need for capital preservation, risk tolerance and capital draw downs
Consider the client's income requirement and tax situation and then select the most appropriate asset class allocation and investment style within those asset classes.
Careful investments selection using our extensive technical and global research capabilities.