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.
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 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 also obtain a copy of and consider the Product Disclosure Statement before making any decision on a financial product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.

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