Investment Logic

At the Stevenson Vooys Group, we follow a disciplined investment strategy based upon many years of academic research in financial and market theory to help our investors soar to great financial heights. We believe that your investments should not run your life, but instead, help you really live it.

Through trial and error, during both good and bad economic times, and leveraging our many years of business experience, we have built a sound investment strategy upon a foundation of academic research, transparency, and a commitment to providing low-cost investment options.

You need a copilot to get you and your family to your final destination. We offer wise advice that will work to chart the right course and ensure a safe financial journey for you and your family.

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All the information we need is reflected in the price of a stock or bond. The markets also reflect investor expectations about future prospects of traded securities.

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Our structured portfolios minimize risk by being highly diversified. By expanding globally, and utilizing size and value assets, above-market returns can be achieved.

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There are two important methods to manage risk and moderate volatility:

  • Adding fixed income
  • Diversifying globally across thousands of securities in about 50 countries

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Structured investing, through a balanced portfolio, helps individuals achieve their long-term financial goals and manage the emotions of investing.

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Fees can be hidden and have an effect on your return. You need to know what your costs are.