Client Focused Strategy

While our investment management approach reflects the process of large institutional investors, our experience providing investment advice to generations of high net worth investors has made us keenly aware of the unique needs of individual investors.

• After-tax returns – because high tax rates can meaningfully reduce realized returns
• Risk control – because downside protection should not be overlooked in the quest for upside gain
• Time horizon – because wise investors focus on the long term

Risk Profiling & Asset Allocation

We establish recommended guidelines for balancing the need for diversification with the desire for higher risk-adjusted rates of return

We combine knowledge of financial market history, current market conditions, and the needs of clients to establish guidance for how portfolios should be constructed.

Through a series of tactical decisions, we respond to changing financial market opportunities. We are responsible for analyzing new asset categories to determine which might be beneficial to clients and how they might be incorporated into client portfolios.



 

In-depth Research

Our strong belief in the power of diversification results in our clients' investment portfolios typically including allocations to a variety of asset classes, management by multiple investment managers and employment of a mixture of strategies.  To deliver this extensive investment offering in a world of volatile markets and seemingly endless investment choices, our client advisor teams are supported by extensive resources to achieve the necessary level of due diligence and research.

Portfolio Construction

Our experience in helping investors spans generations, virtually every type of market condition and increasing waves of innovation in investment options.  Yet there are constants that have proven themselves over time:

• The importance of a clear investment objective,
• A defined strategy to achieve that objective, and
• A disciplined execution of that strategy.

Because each client's needs are unique and they can change over time, we create a personal Investment Policy Statement to guide the construction and on-going management of your portfolio. We regularly revisit your policy statement to help ensure its continued appropriateness to your situation.

Investment Process

An overview of the Indian Ocean Asset Management  investment process can be found by clicking here.

Further Information

We welcome any questions you may have and are willing to forward any information you may need to help evaluate our services.  Our experience managing Private Client assets allows us to offer sensible and objective views.

Our full contact details can be found by clicking here.