Authentic Portfolios™
At Wells Gibson, we want you to enjoy a successful investment experience and believe investing should be guided by decades of empirical evidence.
Authentic PortfoliosTM means a sensible, systematic approach to investing which starts with four enduring beliefs….
- Capitalism creates wealth
- Markets work reasonably well
- Risk and return are related
- Diversification manages risk
Creating your authentic portfolio
Enjoying a successful investment experience depends on five practical imperatives.
Portfolio structure
Select the right assets and blend
Diversifying broadly
Invest across assets, sectors, and regions
Managing financial costs
Remain systematic and minimise taxes
Managing emotional costs
Stay disciplined and
don’t waver
Portfolio maintenance
Rebalance the asset
mix regularly
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 (EBIS).
EBIS is an informal group of 10 like-minded firms across the UK who meet several times a year to share best practice and create a “pool of wisdom” that benefits their clients. Formed in 2008, the 10 firms look after more than £500M of investable assets for their clients and have developed common investment processes and portfolios.
EBIS itself does not provide investment advice; member firms provide this under their own FCA permissions.
