Our Asset Allocation Philosophy

In this video, Jonathan Sheahan, Managing Director of Compass Private Wealth, explains the seven core principles of our Asset Allocation Philosophy.

There are a number of factors to take into account when considering the ‘how’ of investing successfully. Having a philosophy in place is a large factor in that success. In this video we lay out our Asset Allocation philosophy and the reason why investors should seek to adhere to each, regardless of the prevailing economic and market situation at any given point in time.

These are:

1. Taking a Holistic View

2. Ensuring your Investment is Risk Appropriate

3. Being Diversified

4. Investment Transparency

5. Think Long Term

6. Appropriate Investment Types

7. The level of Fees & Taxes

Jonathan Sheahan is the Managing Director of Compass Private Wealth with offices in Dublin and Cork.

Disclaimer: The above is generic in nature and does not constitute financial advice.