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…
- Long-term investing is a positive-sum game
- Fund managers mostly only do better than the market by chance
- Diversification mitigates the risk-return relationship
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.
