Aegis Financial Consulting

Investment Strategy

The chat below translates the Aegis Financial Consulting investment strategy document into a form that you can use to understand how your investments would be split between our various strategies, namely Near Cash, Income, Core Growth and Satellite Growth.  This is not a risk profile calculator, nor is it intended to dictate what assets you should specifically hold, instead it is intended to act as a top-level method for deciding the types of strategy that might be appropriate for you.