Our philosophy and processes are built around delivering long-term, consistent returns for our clients. Alongside traditional values and exceptional service is a rigorous research process. We adopt a collegiate review process, whereby all research is presented and debated internally before any investment decision is made.
We seek out companies that display strong cash flows and balance sheets, pay a growing dividend, and have a management team that takes a long-term view of the company’s future. When we find such businesses we tend to hold their stocks for three to five years. This also helps us to minimise the impact of trading costs on our clients’ portfolios.
Adam employs 14 portfolio managers, with average industry experience of more than 16 years. They are supported by an experienced team of investment support assistants and associates.
Each investment team member is involved in the research process, our research is examined and debated by our investment teams to reach consensus on those stocks which are suitable for our client portfolios. We also research collective funds and third-party fund managers who share our philosophy, or offer something unique.
Managers are responsible for constructing portfolios that best meet the needs of each client. Portfolio construction varies widely, based on client need. Many portfolios will share the same holdings although not in the same proportion. Portfolios are generally constructed from a selection of direct equities, collective funds & direct government bonds.
and industry recognition
Our long term track record has been recognised by a number of industry bodies. Receiving awards and nominations is not the only measure of our success but it does illustrate the regards which the wider investment community has for our investment offering.
PORTFOLIO ADVISER AWARDS
2016 Winner: Aggressive Portfolio Gold Award
2015 Finalist: Investment Performance, Defensive Portfolio
2014 Winner: Investment Performance, Defensive Portfolio
2014 Finalist: Investment Performance, Growth Portfolio
2014 Finalist: Investment Performance, High Growth Portfolio
2014 Winner: Equity UK Diversified Best Fund over 3 and 5 years
2013 Winner: Equity UK Diversified Best Fund over 3 years
2015 Finalist: Best Overall Small Firm
2014 Finalist: Best Aggressive Portfolio
27 Mar 2017Adam Financial Planning Division has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).Read more »