• Creating Wealth
• Preserving Wealth
• Distributing Wealth

TCI’s Investment STrategy

is designed to provide each client with the real return (inflation-adjusted) necessary to meet their long-term financial objectives with an acceptable level of risk.

Creating Wealth

TCI begins the asset allocation process by selecting from the major, liquid investment classes around the world.

Risk is managed by selecting asset classes that respond differently to changing economic conditions. Neutral asset class weightings and a range of weightings are established for several different client risk profiles.

The next step is determining the current weighting for each asset class. We consider how global economic fundamentals and government policy are likely to affect returns. We look at expected returns for each asset class based on one of the most powerful forces in finance, reversion to the mean.

NOTE: This is for illustrative purposes only. Past performance is not an indication of future returns.
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