We have built our reputation as a trustworthy and reliable investment firm as a result of our dedication to diligent analysis, a long-term perspective, and our commitment to the preservation of capital. As a firm, our primary goal is to provide the best risk-adjusted returns we can for our clients. This means that whilst we are always striving to outperform the market, we will never attempt to do so by exposing capital your money to significant downside risk.
We feel that whilst most people invest with the goal of making returns, it is important that they are never subjected to permanent deprivation of capital. We have a commitment to risk management that permeates everything that we do and underlies all of the portfolios that we manage.
Our main line portfolios are built using a blend of the CPN OEIC Fund Range. Our Ethical and Specialist portfolios use a more traditional approach, building the portfolios with an extensively researched range of Ethical and Specialist funds.