At Six Park, our approach to investment and risk management is founded on well-established financial principles and backed by years of economic research, including:
The importance of diversification – Portfolio diversification is one of the most effective ways to reduce risk, preserve wealth and improve returns.
Thoughtful asset allocation – While diversification is important, establishing an optimal investment portfolio requires more than simply acquiring a wide spread of different assets.
Passive investing – We are strong advocates of passive investing – although we believe this should be combined with an engaged and thoughtful approach.
Moving beyond set and forget – Our world-class Investment Advisory Committee differentiates Six Park, by complementing our passive investment focus.
Avoiding emotion-driven investment decisions – It’s not just the fear of loss that can drive poor investment decisions.
How it works
Take the free assessment
Take our short online assessment so we can understand your investment goals and how long you plan to invest. We will then recommend an appropriate portfolio for you. You can then choose to take on less/more risk and between our standard or sustainable portfolios.
Fund your account
We set up your accounts, including a cash management and brokerage account. Add money to your cash management account, and when your balance is $2,000 or more, we’ll invest your money in carefully selected exchange-traded funds (ETFs).
Grow & track
Grow your investment by regularly adding money to your account, and we’ll provide regular rebalancing, reporting and reviews, which keeps your investments on track and gives you insight into how your investments are performing.