Pacific Alliances
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  • Pacific Alliances

Investment Philosophy

The overriding investment maxim in Pacific Alliances' philosophy originated from our belief that successfully managing risk is the key to long-term financial security. In order to achieve this we rely on proven technologies that guide us through the investment decision-making process.

First, we identify your risk tolerance, having taken a look into your overall financial structure and then determine what you need to accomplish in realising your investment goals. The next step is to create a tactical investment mix in all of the major asset classes and find companies that regularly outperform their peers.

We finally carry out ongoing reviews where portfolios are assessed and analysed on a weekly basis. We also hold regular meetings with our clients to review performance, which keeps everyone focused on a client's stated goals.