Investment Philosophy

We manage your wealth with the family’s main objective in mind. Long-term vision, family constitution, family investment education, global diversification and investing in the right people and ideas make our investment philosophy.

At IPM we promote long-term, value oriented investments with proper implementation of risk management strategies. We believe that a proper allocation within asset classes, market sectors, and geographies will ensure the highest return/risk ratio. In addition, strategic implementation of alternative investments and derivative instruments will further enhance portfolio returns and hedge against unexpected risks.

As a fiduciary advisor, we are completely independent of third party influences and conflicts of interests. Our only interest is that of our client and their family’s long-term objective. We strive to create portfolios that address not only the risk/return required, but also the costs of implementing these strategies. Low cost strategies mean more of the family’s wealth stays within the family.