Investment Services

OUR INVESTMENT SOLUTIONS

The principles that form the cornerstone of our company are to provide clients with a personal service, innovative solutions, and a focus on long-term success. We offer choice, transparency and accountability, building strong relationships that are founded on trust.

With over 100 years combined industry experience, we offer clients an Investment Committee, a team of experienced financial
planners and a wealth of first rate technical support staff who are not only qualified to industry specific standards but also
have significant experience managing the wealth of both individuals and businesses.

Investment Development

OUR INVESTMENT PHILOSOPHY

Smart investing means having the ability to understand investment markets without over complication, in a logical and sensible manner. The robust nature of our process has resulted in a range of portfolios that are designed to achieve different return outcomes for given levels of risk. Quite simply, the portfolios are designed to find strength when they need it most, performing at their best when markets fall around them.

At Mil & West Agencies we have an unconstrained and vigilant investment style, combining “top down” and “bottom up” approaches. Our Investment Committee are dedicated to undertaking a wealth of investment research through a diligent and structured framework in order to ensure we stay at the forefront of investment planning.

WHY INVEST?

There are two ways to make money; to work and earn money, or to make your money work for you. The latter, is investing. Investing never provides guaranteed returns, and there are many variables that affect the performance of a portfolio; stock market movements, taxation legislation and changes in personal circumstances to name a few.

If you can afford to commit some of your capital for investment purposes, here are some of the motives you should consider:

Saving for a specific purpose
Growing and preserving your wealth
Beating inflation and ensuring you maintain a good standard of living
Diversifying your monetary risk
Building your legacy

Our Investment Process

We believe in creating long-term, sustainable investment solutions and asset allocation exists at the heart of this. Our clients have access to diversified sources of risk and return asset classes such as cash, equities, bonds, and property and alternative investments.

Our Investment Committee is responsible for undertaking in-depth market research on a continuous basis. This includes monitoring the dynamics of financial markets, documenting the opinions of top fund management houses and understanding macroeconomic trends. We endeavor to look through the vast amount of market “noise” that causes short-term price fluctuations, placing more emphasis on where the longer-term value lies. These long-term market views are blended to form diversified portfolios and themes are transferred throughout our risk-rated solutions.

Come and visit our offices or simply send us an email anytime you want. We are open to suggestions from our clients.