Principles of Investing

home-banner
Foundations for
investing success

Prudential Wealth – Principles of Investing

Clear Goal Setting

We look to define investment goals clearly and realistically. They must be measurable and attainable with any investing constraints explained to you.

“Time In” versus “Timing”

We don’t believe in trying to time investment markets. We typically invest your money for time periods of 5 years upwards with regular reviews.

Asset Allocation

Where appropriate we use multi-asset funds as the core building blocks to your investment. This is a cost-effective approach that suits the needs of many investors.

Balance and Diversification

Diversification reduces exposure to unnecessary risks in your portfolio and provides a more balanced approach. Diversification can be between asset classes and within asset classes.

Discipline

We will help you to stay focused throughout the investment cycle of your investment, to avoid common investing errors – reducing the risk of ‘Behaviour Gap’.

Prudence

We only use tried and tested investment strategies and we avoid ‘market fads’. We only deal with regulated and approved investment providers.

Costs

At all times we look to keep your investment costs down. Our investment solutions very often cost below the market average.

What to expect from Prudential Wealth

  • Wide investment choice
  • Professional service & advice
  • Robust investment process
  • Regular reviews
  • Transparency

Speak to our team today
Call us in Dublin 01 4007586
or Wexford 053 9007050

Feel free to contact us today for a no obligation conversation Get In Touch