The word granite represents strength and durability and we believe your investment portfolio should be as equally resolute and stand the test of time

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Too many investment strategies have been flavour of the month only to fail when markets move against them and their failings are laid bare to the world.

The technology bubble around the millennium, some absolute return funds which have proven to be absolute disasters, hedge funds that have been trimmed bare are all relatively recent examples of investments fads which have under-delivered.

But this isn’t new - The “Nifty Fifty” market of the late 1960s and early 70s saw many investors fall of the same cliff that Dutch tulip investors fell off in the 1630s.

Granite Financial Planning adopts an evidence based approach to investment management based on Modern Portfolio Theory and founded upon Nobel Prize-winning academic research.

We believe that investment portfolios should be broadly diversified and implemented as cost efficiently as possible. You should take the level of risk required to meet your goals and avoid market timing and investment fashion fads.

Our Statement of Investment Principles expands on our philosophy further and is available on this website or by request.