TWP’s Investment Strategy centres on using a series of Risk Related Portfolios; each portfolio has a ‘core holding’ that looks to deliver absolute positive growth in all investment conditions, using a variety of alternative low volatile investment funds which have a low correlation to both Bonds and Equities. The higher risk portfolios will have an increasing exposure to volatility, aiming to deliver superior growth over the longer term.
We manage portfolios on an advisory basis, and also mandate our investment partners to run discretionary based portfolios. For clients with smaller investments, or who have less investment experience, we have a set of more simplistic portfolio solutions, which use passive investments to help reduce costs. These are automatically rebalanced on a regular basis. For clients with larger assets, or who have some investment experience, our portfolios are run on a more sophisticated basis, again with regular rebalancing and the asset allocation is set on both a strategic and tactical level.
