Welcome to Lyford Independent Investments Limited

If you are looking for a boutique investment advisory and portfolio management company that is truly independent then you have landed in the right place.

Lyford Independent Investments Ltd is an independent fee based business.   Our advisers are 'independent advisers' under the strict definition of this term refer to our FAQ section.

Fee based means that all trail commissions and brokerages that would normally be paid to an investment advisor are rebated back to you, the client.

A fee is charged separately for our services which is tax deductible to you the investor.

As an investor you want transparency when it comes to what it costs when you invest.

Why have investment advisers failed to protect clients' money?

Two of the last four worst bear markets of the last 100 years have occurred over a span of seven years this decade. We identified a need to re-access the way clients risk profiling was made and a need for more proactive, predictive asset allocation modelling and investment selection.
  Click here for a second opinion on an existing investment portfolio

Key Benefits of working with Lyford Independent Investments Ltd

We assess your risk return profile using a scientifically validated tool.
 Three key factors that influence investment returns ....

Your portfolio will be constructed using local and international investments that are diversified across a range of investment sectors such as cash, fixed interest, shares, listed property and alternative assets.

We use forward-looking return and risk assumptions, and robust portfolio optimisation techniques that are stable and likely to produce solid returns across a broad range of economic scenarios.
 How is this different to other investment advisers ....

How Our Investment Process Works for You

• Your Investments are held in a wrap account system which provides the ability for you to view your investments at any time securely over the Internet. This ability allows us to securely transact client instructions directly and provide consolidated reporting on performance and annual taxation summaries.
  
  The wrap system allows us to access wholesale funds with lower fee structures and funds which may not be accessible to an individual investor.
  
  The wrap account allows all adviser and platform fees to be tax deductible to the client.
       Read more on our investment portfolio services ....
  
  
• Our independent investment advisors subscribe to and receive research from a number of sources for your benefit. These include, but are not limited to: ASB Securities, First NZ Capital, Farrelly's, Lonsec, van Eyk, Mercers, Aspect Huntly, Morningstar. The research is used to filter the more than 18,000 investment options available. This results in a list of preferred investments from which we select the investment funds to build your investment portfolio.
       Read more on investment portfolio construction .....