Our Investment Philosophy
Our services are underpinned by our Investment Philosophy.
The Glass House and Sky Financial Services team understands the value of investor centric portfolios. We align ourselves with investment managers that are anchored in deep valuation work which is based on understanding the underlying economic and corporate drivers of investment. Meanwhile the portfolio managers of our choice take a holistic approach to the portfolio’s management of risk and return.
Measurable and Attainable Investment Goals
With our clients we set measurable and attainable investment goals and develop plans for reaching those goals. For our clients that have multiple goals, we help to segment these, yet we still keep perspective of the bigger picture.
Our investment approach is aligned with experienced investment management which aims to deliver consistent returns with a focus on real capital preservation.
Where required we recommend ‘active’ and or ‘passive’ investment approaches to clients’ portfolios depending on the individual situation.