Honouring a rational and methodical approach to investment and wealth management is a hallmark of Edale’s approach to wealth and our investment services. By focusing on empirical research and proven strategies, we believe this delivers results for clients. We combine financial planning and goal mapping with a solid investment approach and selection process.
We are truly independent investment researchers and decision makers. We have no business targets, dependency of third-party research or biases. We consult with each client to understand their aims, concerns and preferences. Client portfolios will typically contain a wide range of investments.
Portfolios for the majority of clients are constructed to deliver returns that outperform cash over time, but with a lower volatility than pure stock market investments. The overall aim is to keep your money growing well during the good years, but with a reduced chance of big setbacks in years when stock or bond markets perform badly. The value of investments can fall and rise. You may get less back that your start with.