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James Dixon
Home
About us
The Investment Team
Approach
Contact us
Investment Management
Investment Thesis
Investment Values
The Dixon difference
Investment Management Process
Portfolios
Low-Risk Portfolio
Income Portfolio
Balanced Portfolio
Growth Portfolio
Derivative Strategies
Dual Currency Deposits
Covered Call
Sell Put
Foreign Currency Forward
Wealth Planning
Planning Services
Tax Planning Strategies
Market insights
Macro Blog
Investment Management Process
Investment Management Process
Email
Tel
STEP 1: PLANNING
Determine your investment objectives, risk tolerance and constraints
Create an Investment Policy Statement
Establish a strategic asset allocation
STEP 2: EXECUTION
Select the securities and execute the portfolio
STEP 3: FEEDBACK
Monitor markets and changes in your situation
Evaluate portfolio performance
Rebalance