Building the right portfolio

Wells Gibson Authentic Investing

What do we mean by ‘authentic investing’? Simple. To us at Wells Gibson, it means smarter, more sensible investing that builds on our WealthSpan™ planning process.

It means investments built on sound financial stewardship, it means never speculating to accumulate, and it means understanding the relationship between risk and return. 

And it starts with three enduring beliefs…

Creating an authentic portfolio

We turn those beliefs into a wise investment strategy by following four steps…

Diversifying broadly

Working across sectors and asset classes

Staying systematic

Avoiding ‘active’ fund managers

Lowering costs

Navigating emotions as well as choices

Rebalancing annually

Restoring harmony to the asset mix

Staying evidence-based

Every investment recommendation we make is based on empirical evidence, and as part of this professional commitment Wells Gibson is a member of the Evidence Based Investment Solutions Group.

This brings together UK-based financial and wealth management planners and advisors who are, like us, committed to using academic research and pooling knowledge to inform investment decisions.