Predicting rain doesn't count,
carrying an umbrella does

(Sir Winston Churchill)

Risk comes from not
knowing what you’re doing

(Warren Buffet)

Latest monthly commentary

April 2018 Newsletter

A question we are being asked about current portfolios is why we have so much in equities?

This is a fair question for retirees who rely on income from their portfolio and have a low tolerance for capital loss. 

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Who we are

SCL outsources its back office administration to Custodial Services Limited, which provides custody, settlements, portfolio valuation, and reporting...

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How we operate

We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives. Investment mandates are reviewed annually...

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our investment beliefs

The reason many investors lose money in equities is because of their lack of knowledge about the businesses in which they invest
and their lack of experience in managing the inherent risk in equity markets.

Minimising losses is central to the effectiveness of compounding returns and wealth creation.

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Minimising losses is central to the effectiveness of compounding returns and wealth creation

Contact Us

Our Office Location

Mezzanine Floor
19 Como St
Takapuna
Auckland
New Zealand