In times of market rally and through the dark of uncertainty, our investment philosophy enables us to control your emotions, shut out the noise and focus on your goals and objectives. We aim to achieve the best possible return with a level of risk that our clients feel comfortable with by applying the following principles:

• Meeting the clients’ goals and objectives is our number one priority
• Asset allocation is the primary portfolio decision
• Broad Diversification is Crucial
• Cost is a critical success factor
• Using the Core-Satellite Approach
• Regular portfolio rebalancing reduces risk
• Invest without emotion
• Education and a disciplined approach improves returns

If you would like to read DP Wealth Advisory’s Investment Philosophy click here.

Wanting support to grow, protect and maintain your wealth?

Let's talk.