Investment Advisory
Building prudent investment portfolios for our clients is an integral component of our Total Wealth Management philosophy. Our tailored investment solutions are carefully matched to your short, medium and long term personal and financial goals.
At MGD Wealth we offer a structured goals based investment philosophy known as ‘Liability Driven Investing’ – a move away from the traditional one size fits all approach to a highly personalised goals based and risk awareness approach to building your portfolio.
The cornerstone to developing an appropriate investment strategy and providing sound investment recommendations for our clients is an intimate understanding of your financial goals and objectives. These financial goals and objectives, known as portfolio liabilities, are funded in a risk controlled manner and drives our Liability Driven Investing philosophy and all investment portfolio advice to our clients.
At MGD Wealth we are your trusted advisor and we bring together our internal and external experts to ensure your investment advisory affairs are aligned to your individual requirements.
Our tailored suite of investment solutions offers a robust and professionally managed investment solution that links directly into your individualised investing strategy.
The MGD Wealth Investment Advisory team seeks an appropriate matching of the required long term return and the appropriate level of investment risk – with the sole aim of achieving your short, medium and long term personal and financial goals. These are known as your portfolio liabilities.
The key benefit of your investment advisory relationship with MGD Wealth is a carefully planned and coordinated financial strategy, designed to optimise the use of your financial resources around your lifestyle choices and expectations.
MGD Wealth offers a complete Total Wealth Management service because we believe there is much more to financial planning and investment advisory than choosing high quality investments.
Portfolio Construction Beliefs
Regardless of the state of investment markets or the economic cycle at any particular point in time, there are a number of fundamental investment beliefs that we ascribe to when developing investment portfolio solutions for our clients. Our primary portfolio construction beliefs are:
- Portfolios need clear objectives,
- Portfolio diversification matters,
- Some risks are worth taking…and some are not,
- Invest to suit your portfolio liability time horizon – be that short, medium or long term,
- Unlisted / illiquid investments can have a role to play,
- Investment specialists do add value, and
- Use defensive and growth investments appropriately.
A core component of the MGD Wealth Investment Advisory offering is provided via the MGD Wealth Portfolio Solutions.
For more detailed information please contact us today.
Don’t forget that investment advisory is only one part of the wealth management equation. Our Total Wealth Management solution recognises that and incorporates the other essential components of a complete plan.
