Because our investors are our priorities, there are no conflicting loyalties getting in the way of focusing on your interests.
Our strategy is fully researched and designed for the long term, we focus on the long term rather than quarterly results.
With special care on adequate risk management, it enables us to consistently pass along economies of scale and lower the cost of investing, so you keep more of your returns.
We would be nothing without our clients. That may seem obvious, but can easily be overlooked. Existing clients’ interests are paramount and we frequently close our products to new business to ensure that the integrity of our strategies and the quality of service are maintained. This commitment to professional excellence ensures clients receive our full attention.
Our current generation of partners and employees remains single-minded about our clients’ requirements. They are responsible for the careful stewardship of our long-term vision without the distraction of short-term shareholder demands. This ownership structure allows us to attract and retain the best investment talent, creating a distinctive and enduring culture.
One of the hardest things to do in any business is to establish trust and confidence but they did that, and then some! By periodically providing updates on the industry, they kept me up-to-date so I knew I always had options as my investments grew.
Superb investment service! Their consultative search process and sensitive approach in managing advisor relationships are not only seen as special, but as a defining piece of the Deluxe Holding’ brand experience.
Deluxe Holding are keen about my needs, my goals, my aspirations, my future—and not about ‘selling’ me into something that could prove to be a bad fit or career move. I was grateful I could trust them and that they always had my best interests at heart.”
Every firm has capabilities and people with good experience and industry knowledge. Not many take time to slow down and listen, develop a personal connection, and make recommendations based on altruism and selflessness. Deluxe Holding does that.