Pensions & Investments
Our Investment Approach
Our clients understand that guaranteed, risk-free investments don’t exist, but recognize that our trusted, well-informed advice gives you the best chance of protecting and growing your assets, to give you the financial security you and your family want.
At SBN Wealth Management we combine our experience, skill and judgment with powerful computer based research tools, to create a personal investment solution for all types of portfolios, utilizing different asset classes, time horizons and risk profiles.
We believe the most important aspect of the investment process is asset allocation, which takes into account the immediate and predicted economic climate, risk tolerance and your capacity to absorb any losses.
Below are the steps that we follow when creating our portfolios, with the overriding aim of producing consistent long term sustainable returns.
Once we have constructed your portfolio, you will receive regular, detailed statements showing whether things are on track or if changes are needed.
Whilst no-one can ever time the markets perfectly, you can be confident that our combination of experience, expertise, research and sound advice gives you the best chance of achieving the returns you desire.