Investment Philosophy

Our investment philosophy makes sense.

The following document articulates the investment philosophy of Roskow Independent Advisory to assist our partners including clients, advisers, staff, product providers and the licensee understanding how we help clients invest their money with confidence.

We understand that for you to have absolute confidence in our advice, our investment philosophy must make sense.

We have developed a robust and compliant framework that maximises the probability of success and delivers a positive investment experience.

Our investment philosophy is based on three principles.

No forecasting: We do not entertain forecasts of the future.  We don’t need to be able to predict the future to have a positive investment experience and evidence has proven repeatedly that most investors miss out on returns by trusting forecasters with their money.

Employ a scientific approach: We construct investment portfolios that are cost-effective, and highly diversified with an emphasis on higher expected returns.

Customised to you: Our recommendations are based on your goals, your expectations, your tolerance for risk, your tax position and any preference you have towards property and/or ethical and sustainable investment options.

Sooner or later, markets will test our resolve.

Just as a personal philosophy around food, fitness and family helps guide us in other areas of life, a sound investment philosophy helps us withstand the ups and downs of markets and stay the course.

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take your money and go to Las Vegas.”

– Paul Samuelson

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