What is Yellow Brick Roads investment philosophy?
Yellow Brick Road’s over-arching investment philosophy is built around the objective of tailoring investment to each client’s unique goals and circumstances. We keep things simple for the client, and focus on controlling what can be controlled. This means paying attention to risks as well as potential returns, and to minimising costs including taxes. It also means taking your entire circumstances into account. A consequence of this approach is that we avoid delegating investment management where the mandate is too broad and subject to change. Around a core portfolio of direct investments we utilise fund manager expertise where there is proven benefit measured against this comprehensive standard. While we keep the output simple for clients, the foundations of recommended strategies are built on a thorough portfolio management framework and process, incorporating investment management and personal financial structuring expertise. We take decisions on prospective risk and return across di
