Our Services / Investment Model
Using our experience and the Chelton Wealth investment model, we can help you design and implement a wealth strategy that underpins your goals.
Whether your focus is on generating new wealth or preserving or enhancing existing wealth, we can build a wealth strategy that will help you achieve your investment objectives.
TAILORED PORTFOLIO SERVICE
You will have a single point of contact responsible for providing you with individual, personal advice about your portfolio strategy. Their advice will be based on an understanding of your investment portfolio and your financial objectives, obtained through meetings and discussions with you. You can decide on the level of support and frequency of contact that you feel comfortable with.
However, you will gain far more than just support for your investment decisions, with advice around asset allocation, updates on specific changes within the market or to particular funds, ongoing analysis of funds, advice for new investments, and alternative market entry strategies.
To maximise the potential for growth across your portfolio, we take a holistic approach. We are regularly screening the market so that we can guide you on the right strategy to maximise returns across your portfolio, whatever the market conditions.
The result is that you can pursue your investment aims with a greater degree of confidence in times of both market volatility and opportunity.
ALTERNATIVE INVESTMENT STRATEGIES
We have market-leading expertise and experience in providing alternative investments. We can give you access to globally diversified investment techniques and opportunities that are specially designed to:
✔ Reduce volatility and improve returns
✔ Preserve your capital
✔ Use diversification to increase performance
We employ a multi-manager approach, using some of the world’s leading alternative investment managers who have been chosen for their expertise in specific markets. We constantly monitor our managers to ensure that they meet the performance guidelines we set.
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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.
Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.
Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Ukraine: Crimea, Donetsk and Luhansk. Russian Federation and Belarus. Afghanistan, Burma (Myanmar), Central African Republic, Côte d’Ivoire, DR of Congo, Cuba, Eritrea, Ethiopia, Haiti, Iran, Iraq, Japan, Liberia, Libya, North Korea, Sierra Leone, Somalia, South Sudan, Sri Lanka, Sudan, Syria, Yemen, and Zimbabwe.