Investment Advice

Lyford Asset Management Ltd offers fee based investment advice (commissions, trail fees rebated back to clients) We use our experience and independent research to develop and manage tailored investment portfolios.

A fee is charged separately for our services which is tax deductible to you the investor. We take pride in providing , transparent investment solutions taking into account our clients financial position and tolerance for financial market fluctuations.

Why have investment advisers failed to protect clients' money?

Two of the last four worst bear markets over the last 100 years have occurred over a span of seven years during the last decade (2000-2009). We identified a need to re-access the way clients risk profiling was determined and a need for more proactive, predictive asset allocation modelling and investment selection to create more 'shock resistant portfolios.
Investment Portfolio Second Opinion

Key Benefits of working with Lyford Asset Management 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?
Investment Asset Allocation

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 our advisers to securely transact client instructions directly and provide consolidated reporting on performance and annual taxation summaries.

  The wrap investment portfolio system allows our advisers to access wholesale funds with lower fee structures and to use funds that may not be accessible to an individual investor.

  The wrap system allows all advisor and platform fees to be tax deductible to the client.
  Investment Portfolio Management Services

• We subscribe to and receive research from a number of sources for your benefit. These include, but are not limited to: First NZ Capital, Farrelly's, Mercers, Morningstar. The research is used to filter the more than 46,000 investment options available. This results in a list of preferred investments from which we select the investment funds to build your investment portfolio.
  Investment Asset Allocation