We've designed a unique investment approach: the 3-Dimension Universal Asset Allocation Strategy, born from extensive industry research and years of investing experience. This strategy goes beyond merely keeping pace with the indices and aims to consistently outperform them by leveraging three key dimensions.
The First Dimension: Traditional Asset Allocation
Instead of the traditional equity-bond mix, we incorporate various low-correlation asset classes. These alternative investment options address the limitations of standard asset allocation, with specific assets and their weightings tailored to your risk profile.
The Second Dimension: The Principles of Money & Investment
We implement five often-overlooked investment principles: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety, and Leverage Volatility. These principles strengthen your investment journey.
The Third Dimension: External Portfolio Factors
We acknowledge and manage three significant external influences - Market Timing, Expense Management, and Strategic Tax Considerations - that can significantly impact an investor's lifetime returns.