Asset Allocation

Asset Allocation

At Hamilton Wealth Partners we believe that the key to sound wealth management is founded upon a disciplined proven process, following a clearly understood philosophy and underpinned by a strong methodology.

We approach investor returns based on after-tax returns combined with the effect of inflation on your portfolio. Balance and diversification helps to manage (not avoid) inherent investment risk. Our client portfolios are appropriately balanced and diversified, thereby reducing portfolio volatility and ultimately managing and reducing risk.

It is important to us that through our process, that you, our client, invests with confidence.

Our Investment Policy Board (IPB) is crucial to our investment process. It is independently chaired with two additional independent member and reports to our Advisory Board (link to Advisory Board).

The IPB takes a considered, long-term strategic asset allocation approach to ensure correct tactical asset allocation position are in place for the medium-term market moves. This process, combined with our investment philosophy, approaches the short-term as timing influences only.

HWP’s areas of unbiased expertise include financial strategy, asset allocationwealth managementstrategic adviceintergenerational planning, philanthropic services and portfolio management.

Let’s Talk

If you’re ready to talk about how Hamilton Wealth could manage your wealth, please complete the form and we will be in touch, or call us on +61 3 9275 8888.