Investment Research

At Acumen & Trust we strive to deliver professional excellence, and the right financial solutions to our clients, hence we have a dedicated in-house Investment Research team. Our interests are aligned with investor interests and investment decisions are made regularly with two key objectives in mind; achieving investment growth while managing risk.

We research and review markets and investment opportunities on a continuous basis.  Investment selection is based on a rigorous process, analysing investments across the areas of:

  • Performance
  • Risk
  • Flexibility
  • Value

Only when we are fully satisfied that all our criteria have been met, will we then recommend an investment to the client based on their risk profile.