In Brief

If you lack the time, experience or inclination to track the daily developments of financial markets, you can simply delegate the management of your portfolio to us.

When choosing an investment manager to take care of hard- earned assets one has to make sure that their own philosophy towards money management matches a stated, achievable and mutually agreed financial plan.

We believe It is of paramount importance that this is made clear right from the start so that both parties feel that there is a common understanding of the objectives.

Financial markets are highly unpredictable in nature and extraordinary events happen on a regular basis which is why we created the Elgin Investment committee to ensure our philosophy is adhered to.

Upon creation, the committee established important ground rules that express this investment philosophy and principles.

• Strict due-diligence, risk-management and total impartiality will always be at the heart of the decision-making process when selecting assets on behalf of our clients.
• Clear communication of risk profiling that ensures clients fully understand that we are managing according to their tolerance for risk.
• Adherence to and understanding of each client’s risk profile is paramount. We will never attempt to time markets or arbitrarily alter a clients’ profile without consultation no matter what our opinion on market direction may be.