The Steward Wealth Investment Philosophy

The Steward Wealth Investment Philosophy

Written by James Weir

James specialises in the theory and best practice of portfolio construction and management. His success within national and international investment banks led him to become a Co-Founder of Steward Wealth and he is a regular columnist for the Australian Financial Review.
Financial Planning | Investments | Wealth Management
November 12, 2015

In our experience, a financial adviser needs to have an investment philosophy to give structure and consistency to their advice. In this video, James explains the basics behind Steward Wealth’s Low Volatility Investment philosophy.

This article reflects the views of the author and not necessarily the views of Steward Wealth.

This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.

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1 Comment

  1. Avatar
    craig on November 24, 2015 at 2:01 am

    excellent presentations James

    Reply

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