OUR INVESTMENT PERFORMANCE
As experienced asset managers, we at Atlantis Wealth Management value measuring the success of the investments we manage for our clients. In order to ensure the highest level of transparency, we have analysed the actual returns of our client portfolios and had the results and methodology audited.
INVESTMENT STRATERGIES
Fixed Income Portfolio
Client portfolios whose assets are invested in corporate bonds and/or investment funds which solely invest in corporate bonds.
Income Plus Yield Portfolio
Client portfolios whose assets are invested to a maximum of 30% in equities, equity funds and alternative investments. The remaining assets are invested in corporate bonds and corresponding funds.
Balanced Portfolio
Client portfolios whose assets are invested to a maximum of 70% in equities, equity funds and alternative investments. The remaining assets are invested in corporate bonds and corresponding funds.
Dynamic Portfolio
More than 70% of the assets of these client portfolios are invested in equities, equity funds and alternative investments.
Independence
We have established a culture that promotes freedom to provide the best possible investment solution for our clients. Though fiercely independent, we pride ourselves on being interdependent when it comes to sharing strategies that benefit everyone.
Integrity
The core principle that guides our firm. We pledge to provide you with an investment experience based on honesty, transparency and high ethical standards. Integrity is of such importance that without it, the remaining core values are meaningless.
Innovation
In the rapidly changing investment world, we strive to create new processes and services based on leading edge technologies. Our goal is to continue to implement new methods and processes rather than relying on strategies that worked in the past thus initiating positive change for you.
