Investment Philosophy

Investment techniques are constantly changing to suit the prevailing economic and market conditions, and also to meet with clients' increasing demands for sophisticated investment processes and for high levels of service.

As a company that recognises that these changes inevitably happen, Warde Graham embraces the concept of 'open architecture'.

This means that we view investment management as a full time profession that can't be performed successfully by an Independent Financial Adviser (IFA), whose key task is to provide holistic financial planning. So in order to meet our clients' investment objectives, we employ the full-time services of professional investment managers. The skills we require from these professionals means that our clients are able to access an institutional style of investment that suits their whole financial situation, monitored by experts.

We have spent a considerable amount of time researching the investment industry in order to provide our clients with the most suitable investment managers for their objectives.

There are many suitable investment processes, but in order to obtain a working synergy between ourselves and our investment partners, we ensure that we work with companies whose investment ethos matches that of our clients.

We remain responsible for overseeing and co-ordinating all the various strands of the agreed investment objectives, and for realising your financial goals, on a day-to-day basis. We offer the highest level of personal attention to the ongoing management of your investment portfolio.

Our aim is to build a balanced portfolio that most accurately reflects your attitude to risk and the returns you expect it to generate within any given time horizon. To achieve this, we search the market for high performing funds from providers with particular expertise in their own specialist field - whether equities, bonds, fixed interest securities, cash or property.

In all our dealings, we combine a personal face-to-face service with the use of technology that helps us monitor, forecast and communicate effectively with you.