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I feel confident because the holdings that Calton has been managing have been performing well in spite of very difficult circumstances over the last couple of years. I’ve been very satisfied and reassured that they are in good hands.

 

Professor J Hansom

Stirlingshire

READ MORE ABOUT OUR APPROACH TO

Financial Planning

Investment Management

Our investment philosophy is based on a long-term strategic approach that is crucial to achieving financial stability and growth for our clients. Our unique Custom Index solution, which allows for personalised investment selection underpinned by consistent, repeatable strategic asset investment returns, sets us apart from others in the market. We understand the risks associated with market timing and thus emphasise maintaining a long-term, patient, and considered approach to investing. This approach is designed to minimise portfolio turnover and associated costs.

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How We Invest

Client-Centric Approach

We begin every investment strategy by thoroughly understanding your financial goals and constraints. This personalised profiling is essential for crafting investment solutions that precisely meet individual needs and expectations.

Strategic Asset Allocation (SAA)

This cornerstone of our investment strategy involves setting weightings to various asset classes in accordance with your individual risk tolerance, financial goals, and investment timeline. SAA is the overarching principle that drives everything we do.

Custom Index Solutions

Our unique Custom Index (CI) solutions provide bespoke equity selections tailored to your individual requirements, such as avoiding overexposure to certain stocks you may already own. This approach allows for targeted cost-effective solutions that precisely meet your investment aspirations.

Diversification Through Core and Satellite Models

We offer diversified core portfolios complemented by specific satellite solutions, allowing for a dynamic investment approach that can adapt to your priorities and to market conditions. These portfolios are structured within carefully defined risk parameters to meet your expected outcomes.

Investment Committee

Our investment strategies are executed precisely, under the direction of our expert Investment Committee, which is comprised of specialists from within the firm and key external partners

Minimising Costs

At Calton, we understand that frequent buying and selling increases risk and leads to higher transaction costs, eroding investment returns over time. Our strategic asset allocation helps reduce these costs significantly, making our fee structure competitive and more advantageous for our clients compared to other providers.

Use of Discretionary Fund Managers (DFMs) and Alternative Investments

Where appropriate, DFMs or alternative investment options like AIM portfolio managers can be considered, especially for specific needs such as inheritance tax mitigation. These options are carefully selected and recommended based on their alignment with the client’s overall financial goals and risk tolerance.

Ethical and Responsible Investing

We integrate Environmental, Social, and Governance (ESG) criteria into our investment decisions. Our commitment to responsible investing aligns with our ethical values and the growing demand from clients who wish to have a positive impact through their investments.

Transparent Communication

We maintain open and transparent communication with you, providing regular updates on portfolio performance and strategic changes. This transparency builds trust and ensures you are well-informed and confident in your investment choices.

We believe that the right strategy, founded on disciplined practices and a commitment to excellence, is key to financial success. Our dedicated team works tirelessly to ensure that your investments are managed with the utmost care and expertise, aiming to deliver financial security and peace of mind.

Background quotes symbol

I feel confident because the holdings that Calton has been managing have been performing well in spite of very difficult circumstances over the last couple of years. I’ve been very satisfied and reassured that they are in good hands.

 

Professor J Hansom

Stirlingshire

READ MORE ABOUT OUR APPROACH TO

Financial Planning

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