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.
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.
