Private Wealth Management
3 x 2 Private Wealth Management provides an independent, niche wealth management offering to the discerning person. We have pre-selected a variety of unit trust funds based on our unique investment philosophy. View Funds
Investment Philosophy
Pillar One: Growth Is Shaped By Appropriate Asset Allocation
The majority of investment returns can be attributed to the broad asset allocation decision.
Pillar Two: Diversification Reduces Risk
A robust portfolio that consistently grows wealth in real terms consists of a range of asset classes each of which behave differently under varying-market conditions.
Pillar Three: Value Investing
Market perceptions of the economic value of asset classes typically fluctuate strongly.
In reality market prices often diverge from economic value. Our investment decisions are based on opportunities created by such under-valuation, which is attractive for investment, and overvaluation, which we avoid or disinvest, of asset classes.
Pillar Four: The Future Is Uncertain
We cater for this unpredictability by constructing portfolios that will be most beneficial within realistically projected scenarios.
