Fixed interest & cash
Cash, short-term deposits and bonds.
Every investor has different goals — the key to achieving them is finding the right balance.
Every investment strategy and investment portfolio is individually tailored to suit the specific and individual needs of our clients.
Davies Wealth Management offers comprehensive investment planning services to individuals, families, and businesses in Stuart, Florida designed to meet their specific needs. Our investment planning process is a disciplined approach to investing that helps you set and achieve your financial goals with confidence.
An investment portfolio is the assets held by an investor. Our investment options are made up of different combinations of asset classes. Understanding their characteristics can help you make wise investment decisions when it comes to your super or pension.
Asset classes are broken into two categories — defensive and growth
To reduce the risk of losing capital when investing, you should diversify your investment portfolio. This means not putting all your eggs in the one basket.
Diversification can be implemented in three distinct ways by investing:
As investment analyst, my goal has been to create a successful investment experience for our clients. As a result, we've been able to retain 98% of our clients. Thomas Davies CFS®
Determine an appropriate spilt of growth and defensive assets after assessing the client's need for capital preservation, risk tolerance and capital draw downs — also known as the client's risk profile.
Consider the client's income requirement and tax situation then select the most appropriate asset class allocation and investment style within those asset classes.
Select investments using a "best of breed" professional money/fund manager approach.
We are a leading independent wealth management firm offering financial and investment planning services. We are here to help you find the perfect investment strategy. We offer a variety of personalized investment strategies that can help you meet your goals for a long-term, safe and stable return on investment.
At Davies Wealth Management, our investment planning advisors help you create a clear and successful financial plan: including asset allocation, investment diversification, estate planning, and more!
Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.
Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!
I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.