Investing is a lot like exercising. It requires effort and discipline to achieve long term results. And just like exercising, it helps if you have a strong “core” to balance your activities and reduce the risk of hurting yourself (or your portfolio).
Many of our clients use Six Park as the core element of their investment strategy. This basically sees them allocate a large portion of their investable assets with us, using our service to build a foundation portfolio which is low cost, globally diversified and professionalised managed. They then allocate smaller, “satellite” investments around this core, perhaps across their own preferred individual shares, managed funds or alternative assets.
This “core-satellite” approach can be a useful way to build a portfolio which is underpinned by a diversified, cost-effective and risk/return optimised platform – but which still allows investors to “dabble” in markets and across opportunities of interest without adding excessive risk exposures.
Of course, this approach may not be appropriate for everyone, especially if you are just starting out on your wealth generation journey and don’t have the time, experience or desire to manage a portion of your money yourself. After all, satellite investment strategies can add additional risk and volatility to a portfolio, as well as potentially higher fees, costs and taxes.
Nonetheless, If you are thinking about establishing or growing your core portfolio, we believe Six Park offers a genuinely unique platform.
Our world-class Advisory Board helps to frame our investment approach and provides guidance during critical market events. As a Six Park client, you automatically get the benefit of the expertise and active oversight of this team of experts.
Low Cost: Our sophisticated automated platform allows us to deliver our services at a fraction of the cost typically charged for traditional financial advice.
Optimised portfolios: Our approach is underpinned by well-established financial principles and backed by years of economic research. We invest across a carefully selected range of globally-diversified, low cost exchange traded funds tailored for specific risk profiles and investment horizons.
Real people, not robots: When you deal with Six Park, you can be sure you are dealing with our team of experts who are continuously reviewing financial markets and working to deliver the best outcomes for our clients. Our team has over 100+ years of investment and asset management experience with some of the world’s leading financial institutions.
Ongoing portfolio management: As part of our service, we provide periodic rebalancing and account reviews to keep you on track with your investment strategy and make sure your asset allocation remains suitable to your personal situation.
So if you’re looking to build your core, let us show you why Six Park may be just as important as a six pack.