Portfolio Optimisation System
At Bridgewater AFS, we help our client by managing risk as well as return. We won't allow our clients to be compromised by the lure of seemingly high returns, at the expense of a potentially unacceptably high risk. We have spent years analyzing investment markets, how to work within these markets in a safe and predictable way, and as a result, we've developed a new dimension in financial planning solutions that is unique to us.
How does the Bridgewater AFS Portfolio Optimisation System deliver this balance and predictability?
In simple terms, instead of selecting a single person (be they a fund manager or stock broker) who will, in essence, be the "sole judge" on what is the best investment for you; we actually construct a "portfolio of specialist managed funds". Each fund and fund manager are selected for their outstanding individual strength characteristics in choosing and managing their individual portfolio of investments!
It means you get access to the best money managers and a selection from the 5,700 plus possible managed funds available and over 1,000 direct share market investments and their derivatives. This unique approach gives you a proven, predictable wealth building strategy.
Does this mean your investments will never go down occasionally?
Of course, no one can make that statement. Some investments invariably will. And indeed, that is the very reason for our unique diversification strategy. It is designed to give you the strength of the performance combined with stability... so that when a group of investments are going down, others in your portfolio are "counter-cyclic"... going up.
At Bridgewater AFS, we help our client by managing risk as well as return. We won't allow our clients to be compromised by the lure of seemingly high returns, at the expense of a potentially unacceptably high risk. We have spent years analyzing investment markets, how to work within these markets in a safe and predictable way, and as a result, we've developed a new dimension in financial planning solutions that is unique to us.
How does the Bridgewater AFS Portfolio Optimisation System deliver this balance and predictability?
In simple terms, instead of selecting a single person (be they a fund manager or stock broker) who will, in essence, be the "sole judge" on what is the best investment for you; we actually construct a "portfolio of specialist managed funds". Each fund and fund manager are selected for their outstanding individual strength characteristics in choosing and managing their individual portfolio of investments!
It means you get access to the best money managers and a selection from the 5,700 plus possible managed funds available and over 1,000 direct share market investments and their derivatives. This unique approach gives you a proven, predictable wealth building strategy.
Does this mean your investments will never go down occasionally?
Of course, no one can make that statement. Some investments invariably will. And indeed, that is the very reason for our unique diversification strategy. It is designed to give you the strength of the performance combined with stability... so that when a group of investments are going down, others in your portfolio are "counter-cyclic"... going up.
