Currently individual assets are not providing investors with the required mix of long term growth and income at an acceptable level of short term volatility in capital values, Graham says.
Therefore, achieving a client’s required level of income, growth and risk requires dynamic and flexible allocation decisions which specialist investment firms are best placed to provide.
Graham, who leads a team of strategists, economists and analysts, as well as a dedicated group of portfolio managers responsible for managing mutual funds, says financial advisers should stay focused on the outcome their clients want to achieve.
