Useful Links:
- Dimensional
Fund Advisors - our exclusive institutional range of global
asset class investment funds
- Aegis - our custodial company that provides the portfolio wrap account
and back office accounting/administration services for our private
wealth management clients
- Finametrica - our proven and widely respected risk tolerance assessment
tool
- fi360 - the global fiduciary standard of excellence in prudent investment management practices and processes used by us
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Investment
Strategy Process (PDF, 44 kb) |
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Strategy & the Science of Investing (PDF, 2.5 Mb) |
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Trustee
Investment Guide (PDF, 242 kb) |
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Portfolio Custody & Administration (PDF, 3.1 Mb) |
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Benefits of NZ Trusts for Foreign Investors (PDF, 72 kb) |
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How
do you get what you pay for?
(PDF, 63 kb) |
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Is your business your super? (PDF, 51 kb) |
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What is the secret to successful investing ? (PDF, 71 kb) |
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Are you going to outlive your assets ? (PDF, 93 kb) |
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Are your fixed interest investments safe ? (PDF, 73 kb) |
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Kiwisaver for non-employees(PDF, 87 kb) |
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How should you respond to the current crisis? (PDF, 93 kb) |
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