We believe that active portfolio management is the only way to ensure a consistent investment style and level of performance. Our clients’ investments are actively and continually managed according to the agreed objectives.
Asset classes (bonds, equities, etc.) rise and fall at different times, emphasizing the need for a diversified portfolio, which is achieved through asset allocation, the cornerstone of the Sirius philosophy.
The Sirius portfolios employ a sophisticated investment process that allocates client assets across a wide variety of asset classes, investment styles and approaches in an effort to reduce risk and deliver more consistent long term returns.
Our emphasis on selecting the best specialist managers available, each of whom managers only a certain allocation of the overall portfolio, and only in their field of expertise, and only in their field of expertise, and who have proven successful track records.
Regular, easy-to-understand reporting is an essential facet of our business, and all reporting is customised. We also strive to improve the financial education of our clients through our review meetings and newsletters.
We are confident that our sound, consistent investment philosophy will continue to meet our objective of outperforming our benchmarks over the medium to long term.
Sirius is a FSCA approved Discretionary Portfolio Manager.