Our goal is to help our clients build and manage wealth over a lifetime. We believe that the necessary foundation is a highly disciplined and cohesive financial strategy, and that belief is at the core of our investment advisory services. The Nobel Prize winning MPT (Modern Portfolio Theory) enables us to design successful investment portfolios for our clients. This involves constructing portfolios from a range of asset classes that react differently to varying market conditions. MPT reduces portfolio volatility without compromising investment returns.
Our investment advisory services include:
Above all, we are interested in investment that works. All our experience tells us that investors do best when they follow a disciplined investment strategy rather than the whims of their emotions. Otherwise, fear and greed can be tempting but misleading decision-makers. A rational approach – taking decisions based on discussion, analysis, understanding and discipline – leads to successful investment. Clients also have the reassurance that Self’s fee-based approach leads to strategies that are objective, not driven by the need to earn commission on recommended products.