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Our investment philosophy

Our responsible investment values

We are committed to integrating sustainability and social impact into every aspect of our work. We believe that investing with a conscience can create positive change.

Academic studies reveal that low-cost, passive investment strategies outperform most comparable active investments over the medium and long term. Therefore, we believe this approach should represent the core of any investment portfolio. It’s all about time in the markets, not timing the markets.

Environmental, social and governance (ESG) funds are also at the core of our investment philosophy. We believe businesses with responsible practices can make a positive contribution to our clients’ portfolios over the long term.

Working with ebi

ebi is an innovative discretionary fund manager built on the principles of diversification, sustainable investing and low-cost passive portfolio management. They offer portfolios which are 100% ESG screened and are B Corp certified, which is why we chose to work with them.

Their investment philosophy is built around the core principles of:

  • Investing is a (less than) zero-sum game
  • Diversification works
  • Risk and reward go hand in hand
  • Obtain economies of scale
  • Capitalism works
  • An understandable and simple approach.

As an independent advice firm, whilst ebi is our preferred partner, we can use other solutions and regularly review ebi to ensure our philosophy is still aligned.

We’re all ears

    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5