Why would I use Gareth Morgan Investments?

Seriously though folks, here’s some reasons we’ve thought of:

What are our core competencies?

• Recognising all clients are people – like us!
  • - you are not a number, you’re a person with individual priorities, sensitivities, goals, blind spots, and diet preferences. To serve you properly we need to appreciate and respect that.
  
  
• Asset allocation
  • investment markets move in cycles, tactical asset allocation is really important in sheltering from storms, making hay when the sun’s out, and keeping our clients’ wealth intact. You’ve made the money, our job is to make sure you hold on to it so you can use it how and when you wish.
  
  
• Transparency and interaction with clients
  • as a client, if you want to be comfortable with our practice you need to know exactly what we’re doing with your funds. You need to be able to get from us any information you need, when you need it. Timely and user-friendly reporting is a passion for us.
  
  
• No hidden fees
  • Another hobby horse of ours, we’re pitching to you as your investment manager. That should not mean that we get paid by product providers, brokers and whoever to service you – as well as billing you directly. That may be the industry norm but we are zealously against it, you’re our boss – end of story.
  
  
• Picking winners?
  • we leave that to our preferred managers. Let them tell us why this company or that is a goldmine, why bonds are in, why Thailand looks stronger than tech, … and on and on. We’ll try our best to sift the wheat from the chaff. There’s a lot of chaff.
  
  
• The pedigree
  • We’re fortunate to share our office with Infometrics Ltd., an economics, financial and investment advisory consultancy that’s been going since 1982. Infometrics’ business includes forecasting financial market trends. Having that team of economists on tap gives us an advantage we’re very pleased to have. Our business evolved out of the Infometrics one.