Managing Portfolios
At Cardale, our investment philosophy is built around applying a common-sense approach to managing your money.
Managing Portfolios
Our aim is to help you preserve and grow real capital value over the medium and long term and generate income from your investments. By understanding your personal circumstances and attitude to risk, we will structure a portfolio that meets your investment objectives and aspirations.
Our ‘bottom up’ approach driven by in depth research into individual stocks has resulted in better results than investing in a ‘broad basket’ of equities.
Creating Your Portfolio
Our aim is to arrive at an investment portfolio that best suits you as an individual. At Cardale we explain our strategies and investment choices, in plain and simple terms, to ensure you understand the recommendations we make.
Our approach is structured but flexible. We will discuss asset class selection, outline the rationale, recommend geographic areas and our preference for certain industry sectors. We do this to create a real partnership of understanding before starting on the stock selection process.
Our Services
