Wealth Accumulation

Wealth Accumulation

If one is to accumulate enough money to secure one's future financial wellbeing, it is necessary to start investing a sufficient number of years ahead of the date when the money will be needed or, alternatively, one must look for assets and/or securities that offer the greatest potential for larger returns over a reduced time horizon regardless of the associated increased risk.

Happily for our clients, Ward Henderson Management’s professional advisers have in-depth, highly-pertinent risk management experience amassed at several of the most venerated names in the global financial markets.

A Shrewd Approach

Our rational approach to the process of gathering wealth posits that we collaborate closely with you to construct a clear, detailed understanding of your financial goals and aspirations. We look at your income (passive or otherwise), your expenditure, current retirement arrangements and, most importantly, your attitude to the thorny issue of investment risk.

It goes without saying that the overwhelming majority of clients want significant growth with only minimal risk but, sadly, this is beyond even our abilities to promise; the world simply doesn’t work that way and anyone in our industry telling you otherwise is best avoided.

In the proverbial nutshell, exceptional returns are invariably associated with higher degrees of nominal risk so investors are forced to compromise, either by increasing their risk tolerance or by easing their return expectations; or a combination of the two.

Ward Henderson Management investment portfolios are envisaged and constructed around well-defined asset allocation and diversification practices; practices that research shows provide them with highly-effective risk mitigation properties.

Ward Henderson Management Portfolio

Common components of a Ward Henderson Management portfolio include:

  • Large Cap Stocks
  • Mid-Cap Stocks
  • Small Cap Stocks
  • Emerging Market Stocks
  • Hard Assets (Commodities)