Asset Management

Asset Management

The aim of our Asset Management strategy is to secure the highest probability of long-term success in investing, not about long shots and get-rich-quick strategies!

The strategic asset allocation is the most critical decision we will make together. At the end of the day, it is the correct composition of your assets that determines your return.

Core Capital factors in the historical return and risk of various asset classes, their correlation and variability, and our assessment of likely future returns of each asset class.

Too many investors and their advisors lose sight of their strategic asset allocation – thereby getting caught up in frequent costly buying and selling in an attempt to out-smart the market.

After we have agreed to the overall investment strategy, we utilize sophisticated analytical methods identifying, implementing and continuously monitoring the optimal investment solution within each asset class.

Through our network Core capital offers access to investment opportunities that are often closed to investors.

Your Advantages

  • Core Capital is a partner owned firm – free from any ties to financial institutions whose interests may be different to yours.
  • We are paid by you and apply a “same side of the table” approach in a conflict free way.
  • Our objective is to deliver the optimal and transparent financial solution to you no matter the supplier.
  • We ensure that administrative issues with your bank are treated correctly and in a disciplined way.
  • Nothing can replace experience and consistency. Within our team we draw upon business and investing experience dating back to 1980’s which will serve you well.
  • Capital has no in-house funds or “products” that we try to sell to our clients.

Looking for an advisor who sits on the same side of the table as you? Contact us now.