Choosing The Right Investments

Searching, selecting and succeeding

The Situation

For many people who are already leading full lives, the burden of keeping up to date with market research and making decisions as to what are the best investments, and when is the best time to buy and sell, is too much to manage effectively. Emotions can also lead to actions such as selling in declining markets and buying in rising markets, which we know is not always the best strategy to employ.

Markets move fast, and this is where the experience and market awareness of Daltium can relieve you of the burden and ensure the right decisions are being made, at the right time, for you.

For people who have saved their whole lives, taking advantage of the years of experience and knowledge gained by the Daltium team ensures that your money works hard for you, and the potential pitfalls that could disrupt or even derail your plans and seriously affect your financial future are avoided.

Areas to consider include:

When was the last time your investments were reviewed?

Have your circumstances changed since the last review?

Are you diversifying to reduce risk?

Are your investments tax efficient?

Are you managing your investments regularly?

Are you invested in the most appropriate asset classes?

Are you exposed to a single stock holding (perhaps from stock options)?

Are your returns up to expectations?

How We Help

Firstly, we will review any holdings that you currently own to see if tax-efficient restructuring should be considered, risk can be reduced and opportunity maximized.

We then develop a strategy to integrate any existing holdings into a portfolio that aligns with your unique needs, requirements, and goals for the future.

Once the plan is in place, you’ll have reassurance in the knowledge that Daltium is proactively monitoring your investments, maximizing opportunities allowing you to spend your time doing the things you enjoy most.

The Daltium process includes:

Implementing a rules-based strategy that eliminates emotion from investing,

Offering institutional investments that are typically not available to the public,

Diluting overlarge holdings to reduce risk,

Creating income-generating or growth-based portfolios,

Using carefully selected investments to protect against unfavorable market conditions and interest rates.