We believe that successful investing is a combination of art and science. At the core of our investment process is the importance of asset allocation in managing risk and achieving long-term financial goals. As seasoned investment professionals we use a top-down approach to asset allocation, first analysing macroeconomic trends, then assessing market conditions, and finally selecting investment opportunities…all to determine the optimal allocation and security make-up for each client’s portfolio. construction. Each portfolio is unique in its construction aligning with each clients’ investment objectives.
Ekos Wealth Management’s advice process is collaborative and is solely focused on and for you, so the outcome will be a bespoke combination of our expertise aligned to your aspirations and goals. We strive to understand first, then develop a financial plan that:
At Ekos Wealth Management, we are a boutique advisory firm committed to becoming a dedicated partner on your journey to achieving your life aspirations.
We believe that investing in a globally diversified portfolio of securities can provide our clients with access to a broad range of investment opportunities while managing risk. We carefully select securities. from various asset classes in Australia and around the world, including both developed and some emerging markets.
We recognise that every client’s investment needs and risk tolerance are unique. To ensure that each client’s portfolio is aligned with their specific goals and risk tolerance, we begin with asset allocation overlays. These overlays allow us to adjust the allocation of assets in a client’s portfolio to manage risk. Then, using sector and security selection, we take advantage of market opportunities.
Financial markets are tumultuous; 1992’s Black Wednesday, the 1998 Long Term Capital Crisis, Y2K, the DotCom bubble, September 11th attacks, the Global Financial Crisis of 2007-2008, the European & Greek Sovereign debt crisis, the Covid-19 pandemic …we have experience managing client portfolios in the markets through all these periods. EKOS has lived-experience investment professionals with backgrounds in finance, economics, equities, ETF’s and fixed income and private equity. We bring true, deep, experience which allows our clients peace of mind.
We invite you to learn more about our investment approach and how we can help you achieve your financial goals. Contact us today to schedule a consultation with one of our experienced investment professionals.