Our Investment Philosophy
In order to seek the best possible investment outcomes for our clients, Carlton Smith Private Wealth has taken on board one particular “golden rule” of investing - “I am more concerned with the return of my money than the return on my money”. - Mark Twain
Capital preservation is the highest priority when putting an investment portfolio together with clients. This does not mean that clients cannot lose money, as they are investing in “risk” markets to try and gain a better return, but as we strive to achieve the level of return a client needs, preserving their wealth is at the forefront of our minds. This is what we describe as a risk managed approach.