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 A disciplined long-term investment plan should be the cornerstone of your portfolio.

Adaptive Valuation Strategies (AVS) is our strategic asset allocation methodology, which we use to determine a long-term investment plan, and build advisory and discretionary portfolios for each client.

Valuation-based approach

AVS takes a distinctive approach to estimating future asset-class returns based on current valuations.

Over time, low valuations have tended to be followed by high returns, and high valuations by low returns.

AVS therefore typically recommends larger allocations to asset classes with higher return estimates and smaller allocations to those with lower return estimates.

Deep insight into your risks

Traditional approaches to asset allocation have often failed to anticipate the frequency and severity of losses.

We believe the most relevant risk is that of your portfolio suffering severe losses during a crisis.

AVS therefore draws upon many decades of financial-market history to give you an insight into the risks you may face.

Customizable to your needs

A disciplined long-term investment plan should be the cornerstone of your portfolio.

Adaptive Valuation Strategies is our strategic asset allocation methodology, which we use to determine a long-term investment plan, and build advisory and discretionary portfolios for each client.

Our Wealth Experts