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How We Work

When you’ve been providing clients with investment advice for as long as we have, you do more than just learn a thing or two. You develop your own style, approach and methodologies

Our Purpose

To offer independent and unbiased investment consulting services designed to ensure that our clients achieve their financial goals.

Core Engagements: Investment Advisory, Financial Planning, Risk Management.

Our Methodology – Explained

Recommendation Selection and Due Dilligence

As an independent advisory firm, Action Investments has developed a screening and research process that enables its clients to invest in a broad range of securities which have been hand selected and have been fully researched by our in-house analysts.

By taking a predetermined approach to selection, our recommendations are identified using a methodology which incorporates company selection, value calculation and management team suitability.

Value Calculation

Incorporating a company’s assets, both physical and intellectual and forward-looking analysis of the company’s intrinsic value at the end of the investment process.

Management Team Sustainability

A company at Start-Up stage requires different management styles and abilities as it does when it’s looking to go public or take a change of direction. Action Investments reviews the company’s management team to ensure they have the right credentials to take the company forward.

By utilizing these three facets, Action Investments is able to identify, present, justify and educate its clients on the benefits of any given recommendation and its route to profitability. Varying time lines are always considered when implementing a new strategy and all our recommendations are re-examined on a routine basis to ensure they are suitable for the client’s portfolio.

Our Methodology – Continued

Investment Philosophy and Approach

Our core philosophy is to provide our clients with the tools to enable them to meet their financial objectives. This is by no means an easy feat; however, our track record speaks for itself and we pride ourselves on being an advisor that listens as much as we counsel.

Whilst every client is different, our commitment to capital preservation is consistent and a key attribute to our ability to create and implement specific strategies that hold the test of time regardless of market conditions.

Our approach is simple yet effective.

Each portfolio is tailor-made to the clients’ objectives and personally managed by a professional advisor who has no financial incentive to promote one investment over another. In doing so, we keep our integrity and our clients keep their wealth.

Our team is constantly monitoring global trends which is key to recognizing opportunities within the markets. Our ‘Eyes on the Prize’ mentality has been conducive with perceiving and profiting from some of the major disruptions the markets have seen over the past few decades such as the proliferation of internet and app-based companies that have changed the way we operate on a personal level to companies that have essentially re-invented the wheel.

Portfolio Construction and Risk Mitigation

Once we have identified an opportunity, we then need to ascertain its relevance to your financial objectives. A portfolio needs to be balanced and have an exit strategy in mind when being pieced together. Whether you are conservative to risk or more optimistic in your outlook, our advisors will evaluate your situation, objectives and financial capabilities before presenting any recommendation. It is fair to say that everyone wants to make a profit, yet how an individual wants to get to the end result differs greatly due to many alternative factors.

It is our responsibility to ensure all portfolios are in line with the clients wishes and risk tolerances and that any investment made is complementary to strategies that have been established and timeframes that have been outlined.

Portfolio consultations are an essential and regular part of our client/ broker relationship and are invaluable in determining direction and understanding between client and advisor. These two factors alone can ensure a profitable and longstanding partnership which is Action Investment’s true objective.

Your Goals are Our Objective

Action Investments initiates the investment process by assessing and understanding each client’s needs, circumstances, priorities and goals. Our due diligence and industry leading research are followed by applying clear financial objectives to achieve an active portfolio that accumulates, preserves and perpetuates the clients’ assets.

Consult our advisor immediately! Regardless of your level of experience, we have the appropriate solution for you to begin investing like a pro.

We can help you access the benefits of trading on the secondary markets.


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