Investment Advice & Management

Our clients are very busy running their businesses and raising their families and often do not have the time to devote to investing their non business assets. We begin by identifying your investment goals and risk tolerance and creating an investment policy statement. This document provides the roadmap we follow to manage your non-business assets for you.

Portfolios are managed according to your stated investment objectives, using investment management techniques designed to achieve optimum performance. Whatever strategy is employed, the management of risk and volatility, corresponding with the expected returns, is a key element of the advice and management that is provided.

Charlton provides guidance on the selection of suitable external managers or, in the case of larger portfolios, design and build customized investment programs. Investment managers are selected from some of the most prestigious and respected investment houses and highly successful niche managers.