At Mount Street we are in a position to give advice on the best strategy for your savings. We can examine your short, medium and longer term goals and design a savings plan that ties in with your future goals.
We adopt a strict investment philosophy which enables us to analyse and implement the most suitable strategy based on individual circumstances. Following a strict process also enables us to remove the psychological battle that often comes into human behaviour when considering investing.
Our philosophy will help you understand how an investment portfolio can work for you over the years ahead and will also help you build an appropriate portfolio of diverse assets from cash deposits to unit linked funds, property investments, stockbroking accounts etc.
Conexim also offer a range of independently constructed Risk Rated Model Portfolios built by 3rd party world class fund managers across active, passive, and evidence based investment styles.