At FOX Wealth, we service WHOLESALE CLIENTS and believe:
“Over the longer term, portfolio construction provides 80% of investment returns while product choice only accounts for 20% of investment returns”.
Financial Intermediaries need to focus more on getting the Investment Strategy correct to satisfy the return objectives of each segmented risk profile that is appropriate for their client’s, depending on their individual investment risk appetite.
FOX Wealth offers a tailored range of static, tactile, or dynamic investment strategies for clients. We tailor an investment strategy for wholesale clients to suit a broad range of underlying risk profiles.
For Asset Consulting Services, please see FOX Asset Management: www.foxassetmanagement.com
Authorised Representatives:
Cornwall Holdings (NSW) Pty Ltd., ABN 92 108 127 046 trading as FOX Wealth Management, ASIC number 426084 and Graham Fox, ASIC number 404026 are Authorised Representatives of HNW Planning Pty Ltd ABN 42 083 745 055, AFSL 225216
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About FOX Wealth
FOX Wealth Management is a boutique Wealth Services Group that offers “Specialist Investment” services to Wholesale Clients. FOX Wealth Management was founded by Investment Specialist, Graham Fox in July 2012.
Graham has a background in the Financial Services industry focusing on Wealth Management, specialising in Funds Management and now including Financial Planning where his main area of expertise is centered around Investment Strategy, Portfolio Construction, Asset Allocation and Product choice. His career history in Wealth Management spans some 20 years having worked for international investment banks, domestic private banks, listed companies and privately held investment companies.