Leading the Way with a Blended Investment Approach Since 2019

WLI Portfolios.

Since September 2019, our firm was at the vanguard of mixing the efficient market hypothesis and the efficient frontier investment methods and has championed a blended investment strategy, combining the strengths of both active and passive management techniques. This approach allows us to optimize asset allocation, manage risks effectively, and achieve consistent returns, tailored to the unique needs and goals of our clients.

Recently, major investment firms and houses have begun to recognise the value of this method. The industry is increasingly adopting similar strategies, appreciating the balance between the proactive engagement of active management and the cost-efficiency and broad market exposure of passive strategies.

Our early adoption of this blended strategy underscores our commitment to innovation and leadership in investment management. As the landscape evolves, we continue to stay ahead, ensuring that our clients benefit from the most effective investment strategies available.

For those interested in a deeper understanding of how major firms are now integrating these approaches, a detailed discussion is available in a recent article from Fidelity, which can be read here. Or, you can ask a Brooks Wealth Adviser to talk you through our range of blended portfolios which are approaching their 5th anniversary since launch and have very impressive performance and volatility management.