Do you base your investment decisions on Nobel-prize winning theory? We do!

PortfolioScience – our unique approach to investing

At Cooper Parry Wealth we do things differently. We believe the traditional wealth management model is broken – it focusses on products and we want to focus on YOU.

So over ten years ago we ripped up the rule book and started doing things differently, this is when our unique investment approach was born.

It’s called PortfolioScience and is based on academic evidence, Nobel prize winning research and common sense.

Let’s explore each of the six guiding principles in more detail:

Accept the stock market is tough to beat

Don’t try to beat the markets. There’s a huge amount of evidence proving that the majority of fund managers don’t win over the long term. To explore this principle in detail, click here.

Understanding risk and return are related

Investors hoping for high returns with low risk can only be certain of one thing – disappointment. If you want higher returns you must take more risk. There are no magic tricks for getting around this one. To explore this principle in detail, click here.

Don’t put all your eggs in one basket

Diversifying your investments, which means spreading them around as much as possible, is a simple and sensible way of reducing risk. To explore this principle in detail, click here.

Focus on the investment mix

There are two things you can do with your money. You can lend it to someone, like a bank or a company. Or, you can own things, like property or shares. Finding the right mix between lending and ownership has been proven to be crucial to investment success. To explore this principle in detail, click here.

Keep your costs low

A % point here or there may not sound very much. But it is. Small differences add up to large ones over time. Investing is the one area in life where you don’t get what you pay for, as typically the more it costs, the less you get back. To explore this principle in detail, click here.

Control your emotions and think long-term

Buying high and selling low sounds mad. But surprisingly, it’s what lots of people do. They panic. You need to take emotion out of the process and invest for the long term. To explore this principle in detail, click here.

This way of investing works, and we have the track record to prove it – find out for yourself by getting in touch.

This communication is for general information only and is not intended to be individual advice. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Creaseys Wealth can take no responsibility for investment decisions you may make as a result of this information.