Investment Strategy
Rivkin Wealth Advisors are driven by a strong commitment to your financial security and putting our investors first.
Our clients benefit from extensive experience and discipline of our investment committee’s systems and processes. This is coupled with support from independent research houses to select an objective suite of investments catered to our client’s needs.
Our process starts with a strategic asset allocation approach that aims to manage the variance of returns and focus on preserving capital. We then meticulously select securities on a fundamental basis by prioritising quality and risk adjusted returns. This allows us to construct portfolios attuned to a client’s risk profile and financial goals. We blend active, momentum and passive management strategies crafted to control costs and emphasise protecting our clients on the downside.
Crafting a Distinct Advantage
At Rivkin Wealth Advisors, we prioritise developing investment solutions that align with market dynamics and emphasise prudent security selection, as exemplified below.
Diversification
We believe in the power of diversification, investing in a mix of Australian large-cap equities, global equities, private credit, real estate, and private equity. This strategy aims to balance risk and return, focusing on income generation and capital appreciation.
Risk Management
We adopt a rigorous approach to risk assessment, evaluating each investment opportunity for its risk-return profile. Our portfolio construction is mindful of not being overly exposed to any single risk.
Active and Passive
Management
Our portfolios blend active and passive investment styles, offering access to a range of diversified and specialist investment choices. This includes direct equities, private investments, managed funds, and ETFs.
Liquidity and Income
We ensure efficient management of portfolio cash and fixed interest requirements, aiming to provide regular income flow and strong liquidity.
Capital Preservation
At the heart of our philosophy is the preservation of capital. We understand the importance of protecting investments and aim to minimize capital losses, which is crucial for long-term wealth accumulation.
Adaptive Risk Management
We adapt our risk management strategies to reflect market dynamics. This involves regularly assessing and adjusting our portfolios to align with changing market conditions and client risk profiles.
Get Started Today
Contact us to schedule a consultation and discover how we can help you grow and preserve your wealth. Together, we’ll create a strategy that’s right for you.
