Our Portfolio Service comprises directly held investments with a professionally managed asset allocation. The allocation is based on the specific rules of management charter, which is determined by an Investment Committee.

The Portfolio Service allows us to manage your portfolio at our limited discretion, based on your investment strategy, while you maintain beneficial ownership of the investments. The Investment Committee retains the right to change your portfolio, with your authority.

The ability to rebalance your portfolio – based on predetermined rules – provides the optimum framework for your financial portfolio and its underlying assets. Our experience has taught us that these correctly established portfolio construction methods, tailored to your short and long term objectives, consistently assist in enhancing your potential for achieving your lifestyle goals, during the many different market events that will occur during your lifetime.

Our proven investment philosophy sets the foundation for successfully managing your financial assets.
At AD Wealth we believe that four key principles drive superior long term investment performance:

  1. Portfolio asset allocation
  2. The procedure for selecting, managing and blending professional investment managers and/or investment types
  3. The requirement for a rules-based investment mandate, controlling asset choice and future challenges
  4. Alternative assets and their value within a portfolio

Successful asset management demands appropriate responses to the many economic changes and market fluctuations that occur around us. At AD Wealth, these responses depend upon the operative measures and procedures that we have established and specifically outlined as part of your portfolio.