Enjoy the now and secure your future
25th June 2024
Asset Management
tailored investment solutions
About Our Asset Management Services
Lead Partners offers tailored investment solutions for our clients. By bringing innovation together with intelligent portfolio management we aim to protect and increase the wealth of our clients and help them achieve financial security.
Our investment methology is founded on the following principles:
Diversification
Holding an astute mix of assets and strategies that have attractive risk and return characteristics and are sufficiently robust to withstand varying economic and market conditions.
Preservation of Capital
Aiming to limit losses during difficult market conditions via methods such as dynamic asset allocation and the use of alternative investments which are designed to take advantage of volatile or downward trends in markets. This is crucial to the method of generating and sustaining long term wealth.
Active Management
Regularly monitoring investments and actively reallocating portfolios from both an asset allocation and individual investment standpoint to help ensure optimal results and minimise the volatility associated with the common ‘index’ or ‘strategic’ approaches.
Value Based Investing
Constantly analyse asset class valuations to establish those that are under and over-valued relative to their ‘intrinsic value.’ We aim to invest in assets that are cheap or undervalued, and take profits or rebalance when markets become overvalued to help protect and preserve capital.