Wealth Management Partners Investment Philosophy
With a strong focus on risk-aversion we aim to deliver satisfying results with a more comfortable investor experience than the traditional buy-and-hold strategies which are often susceptible to severe swings as they capture large portions of negative, as well as positive, market movements. At Wealth Management Partners, we accept the possibility of missing some of the upswings in order to minimize downside risk. Our clients benefit from our use of large low and negatively correlated asset class exposures and money market positions to reduce downside volatility. The promotion of growth in our portfolios is always important, and managing against full participation in downward moves serves this objective.