Your EP Investment Strategy

Once we have a clearer understanding of the risk levels that are appropriate to you, we can start to formulate an investment strategy. We can look at the tax treatment of the different investment options available to you and ensure that you receive the greatest possible share of any growth achieved.

To use an old analogy, you wouldn’t want all of your eggs in one basket, and this applies to yours investments and savings too. We look at the underlying areas into which you can invest within any given investment type. We are looking here at different geographical locations, different types of investments and how they interact together. This is known as the ‘asset allocation’. It is this decisions that is likely to determine around 80% of the returns you receive. An example of a portfolio asset allocation could be as follows;