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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.
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