Investment Approach
A Top-Down Tactical Approach
3i Wealth Management uses a semi-passive tactical asset allocation strategy based on macro-economic and capital market conditions in order to drive investment performance returns. Our tactical investment decisions seek to take advantage of dislocations in capital markets that present attractive investment opportunities. In such instances, we may reallocate capital provided we believe that the decision will ultimately benefit the long-term prospects of the investor’s portfolio. Moreover, investment decisions are always weighed in the context of both transaction costs and tax implications they may have on the portfolio.
Specialized Investment Strategies:
3i Wealth Management offers three specialized investment strategies: Aggressive Income, Aggressive Hedged, and Moderate Growth Hedged.
For prospective investors interested in any specialized investment strategy, a risk assessment will need to be made first by 3i Wealth Management to determine suitability.
The Aggressive Income Strategy seeks to maximize income by investing in derivative linked instruments in conjunction with exposure to the securities underlying the S&P 500. The strategy aims to generate income through its enhanced cash strategy while maintaining some exposure to large-cap U.S. equities.
Aggressive Income
Aggressive Hedged
The Aggressive Hedged Strategy seeks long-term growth by employing a total return approach with an emphasis on capital appreciation. Hedging instruments are used to reduce the impact of market shocks and unpredictable macroeconomic events.
Moderate Growth Hedged
The Moderate Growth Hedged Strategy has an allocation structure that invests in both large-cap U.S. equities and short to intermediate duration investment grade corporate bonds. A top-down macroeconomic analysis sets the tone in both the asset class allocation and the duration selection within the fixed income component of the portfolio. The strategy employs hedging instruments to reduce downside risk and minimize equity volatility.