There are some things that money can’t buy: peace of mind, for starters, and lean muscle mass. Neither the Queen of England nor the founder of Microsoft can put in an order for either one – Victoria Moran
Three months ago, I sat on the porch and watched the waves break. I wondered what challenges 2022 will hold and what events will fill the new year. We discussed rising inflation in the US and the impact on interest rates and disposable income. Little did we know about the war in Ukraine, a sharp rise in oil prices and other commodities. Suddenly everyone is talking about food shortages, a possible nuclear war, sanctions against oligarchs, and the world is turned upside down. The investment team is suddenly confronted with new challenges back in the office, such as:
- How much will the oil price and inflation rise, and how will this impact our investments rates, inflation, and disposable income.
- Russia and Ukraine produce 40% of the world’s wheat, and how will this affect the food chain.
- Commodity prices rise sharply, and the world holds its breath over gas supply as the Russians provide 40% of Eurpoe’s gas.
- The Russian Ruble falls to 1 cent, they suspend trading on their stock exchange (and shares become worthless), and large international companies withdraw from the country.
- World stock exchanges decline, China-listed shares start a wave of volatility never seen before, and all industries worldwide are suddenly exposed to risks never experienced before.
- While Chila sits on the sideline, North Korea launches new missiles, and our government is sleeping in parliament or inventing new stories to protect the guilty cadres.
- Apart from all the international calamities, the CEO of the HGG Group committed suicide, and apparently, millions of investors’ funds are gone again forever.
So you may ask, what do I expect Autus to offer me as a client and an investor? I could only come up with the following:
PEACE OF MIND AND EXCELLENT SERVICE
How can we at Autus provide peace of mind and excellent service?
1 We follow a defined Investment Philosophy.
The average investor often makes investment decisions based on fear and other emotions, significantly inhibiting long-term financial plans. We offer a sound investment philosophy and continue to follow a well-proven financial planning and investments process with a well-qualified and experienced team.
2. We understand the importance of the diversification of investment portfolios.
Since no one can predict the future (and especially at present), we constantly strive to diversity our investors’ portfolios by selecting asset classes and individual holdings to ensure capital preservation and growth. Sometimes the conditions are such that short-term protection is impossible, and we then focus on future value as markets recover.
3. We attempt to identify the cultural messages and personal mindsets about money that can destroy your investing peace of mind.
Simple awareness of outside influences and personal emotions regarding financial and investing matters can differentiate good and bad investment decisions. It can also help quiet the personal anxieties surrounding your financial future to know a team of professionals is managing your affairs.
4. We encourage you to live your life rather than being obsessed with things you can’t change.
When you don’t have investment peace of mind, it can impede your ability to accomplish your most meaningful life goals and dreams. We strive to offer you an opportunity to stop wasting your precious time fraught with stress, anxiety, concern, and fear over your financial planning and investments.
5. When building an investment portfolio, we are aware of the risks, legislation, tax implications, and capital life.
You should know that the way a portfolio is engineered is a critical component for success. What goes into the portfolio, and in what specific percentages profoundly impact its likelihood of long-term success.
6. We regularly revise investment plans and clients’ portfolios and guide you to protect wealth.
Uncertainty, fear, or impulse should never guide your investment and spending behaviours. We provide proper strategies and plans to ensure peace of mind.
7. We do not have access to your funds, and our administrators are not allowed to make any third-party payments.
Reading the HGG story, I could not believe that investors still allow advisors/third parties to access their bank/investment accounts and give them powers of attorney. Market values of investments may go up and down according to market conditions, but we ensure that our clients’ funds are protected.
8. We do not have all the answers, but teamwork and experience might offer you some peace of mind.
We don’t know when the Ukrainian invasion will end, and we don’t have all the answers on current issues affecting investments. Still, we can ensure you that we as a team shall continue our hard work to provide the best outcomes possible for our clients and investors.
What do you see on the horizon? We see opportunity. It is what keeps us awake at night. It is what drives us by day. Helping others build their dreams. Build a legacy. Success is not by chance, it happens by design, by pushing the envelope, and by knowing that the little things matter. It is the value of a handshake. It is knowing that someone has your back. It is chasing your dreams, remaining dedicated and finishing what you started. It is days working toward goals and years’ worth of providing. This is what we are built on. This is our passion. While some things run quietly in the background, we work consistently to ensure the safety of your wealth. This is how dreams come true. This is how visions become a reality. Autus Private Clients – Creating tomorrow’s legacy today.
