Investment Planning – Onshore & Offshore
One of the most important decisions when it comes to investment planning, is the diversity amongst the various asset classes that are to be invested in. Studies have shown that tactical asset allocation affects performance far more than market timing.
The correct asset allocation could also reduce risk within your portfolio. We believe that each investment you make has a goal, and each goal should have its own independent investment plan and asset allocation.
To enable us to achieve this, Vested Wealth Management have business relationships with most of the better known asset managers including, but not limited to, Allan Gray/Orbis, Investec, Ninety One, Glacier/SIM/SPI, Quilter Cheviot, Stanlib, Old Mutual Wealth. This enables us to provide independent and unrestricted investment planning advice.