At Edward J Dalton, we have a philosophy of long-term investing and believe that 5 years and longer to be the optimal period to accomplish your goals.
We welcome the opportunity to create solutions for your objectives like retirement savings or just wealth creations by using all asset classes. Our management structures are flat which allows for quick decision-making and maximise business decisions and performance.
We have a team of analysts with the necessary track records to choose the "best of the best" fund managers to apply a common-sense valuation driven process to your best interest.
We also know that we cannot guarantee results in the short-term, but by adopting a defensive and balances approach and treating your assets if they are our very own, we can promise that we will give our very best every step of the way.
OUR INVESTMENT PHILOSOPHY
1. Invest in investment instruments that generate an income from day one.
2. You should be able to move between different investment instruments, depending on market trends and the performance of fund managers.
3. Your investments must always be liquid to suite your income and capital needs.
4. Your investment must be diversified and balanced in accordance with your risk profile.
5. We invest in established companies, which have a track record of proven returns over a five-year period or longer.
6. Ensure that you can monitor the value of your investments daily by means of price fixes in the press.
7. Stay away from fear and greed
CRITERIA FOR A SUCCESSFUL INVESTOR
- Determine your time zone
- Determine your taste for risk
- Know that there is a direct correlation between risk and performances
- Never get emotional about your investment
- Stick with your long-term vision
- Time in the market is more important than timing the market
- Evaluate your investment on a regular basis
- On a lighter note
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it.
Will Rogers