Arcturus Wealth Management

Our approach is to concentrate on building long term relationships with our clients. We get to know what your priorities are, where you want input, and where often you simply want us to 'get on with it'.

We advise on investment portfolios across the full range of investment types, from unit trusts to investment trusts, as well as shares and exchange traded funds.

Our clients' portfolios reflect a conservative growth style, with a flexible degree of liquidity as part of controlling risk. We subscribe to the maxim that looking after the downside will allow the upside to take care of itself.

Our focus is on sustainable quality, both funds and equities, which allows one to take a genuine long term, patient approach.

At Arcturus, we don't adopt a 'one size fits all' approach when it comes to our service and associated fees. We believe that as each situation is unique to the individual, so the service levels and fees attached to those service levels should be tailored accordingly. This is established in the initial contact with a prospective client, so that expectations are set and well understood from the outset. Advice takes many forms, but at its heart it can be divided between financial planning and investment planning.

Your investment plan is unique to you: no 'off the shelf', or outsourced solutions at Arcturus. It is tailored to where you are, both today and looking forward as well, in terms of risk appetite, time horizon and many other considerations, and is designed to evolve incrementally over time.

We encourage you to become familiar with some of the perennial investments that you may get to own for a number of years. Our aim is to have a significant amount of your holdings in long term 'buy and hold' investments; but there will invariably be a flexible, dynamic element, dictated by your preferences and our judgment, as well as by market conditions.

We are committed to ongoing, independent and rigorous research on companies, funds, economics & politics. It takes hard work, dedication, a consistent approach and an underlying set of beliefs.

Without conviction, derived from independent research, as well perspective and experience that can be brought to bear, it is all too easy to be ‘blown off course’. As Peter Lynch, the well known investor has said: 'the real key to making money in investments is not to get scared out of them.'