To deliver a financially rewarding investment experience to private wealth investors founded on integrity, ingenuity and hard work.
Vince uses a disciplined value and growth approach, with an emphasis on superior companies with solid long-term fundaments and proven track records. His patient investment approach and philosophy is a highly effective strategy in building and preserving wealth.
1. Capital Preservation
Principal protection is the primary objective. Focus on ‘return of capital’ before focusing on ‘return on capital’
2. Game Plan
No matter what stage an investor is at they should have a clear and concise investment plan that is reflective of their objectives. The portfolio should reflect an investment plan with realistic expectations and objectives.
3. Risk Tolerance
Expectations must be in line with each investor’s risk tolerance and financial goals. Understanding the risks associated with different investment opportunities allow an investor to stay within the boundaries of their risk tolerance. Proper asset allocation is essential in the management of risk.
4. Proactive Approach
Markets are continuously changing providing new opportunities along with presenting new risk. It is essential to have a proactive investment approach. A proactive investment approach requires daily scrutiny and constant monitoring.
5. Tax Management
For most investors, income tax is always going to be a large expense. Minimizing taxation on the investments will enhance the return of the portfolio. Monitoring the asset classes and ensuring that those taxed most heavily are held in the appropriate tax shelters.