Investment Philosophy

We manage your wealth with the family’s main objective in mind. Long-term vision, family constitution, family investment education, global diversification and investing in the right people and ideas make our investment philosophy.

At IPM we promote long-term, value oriented investments with proper implementation of risk management strategies. We believe that a proper allocation within asset classes, market sectors, and geographies will ensure the highest return/risk ratio. In addition, strategic implementation of alternative investments and derivative instruments will further enhance portfolio returns and hedge against unexpected risks.

We are completely independent of third party influences and conflicts of interests. Our only interest is that of our client and their family’s long-term objective. We strive to create portfolios that address not only the risk/return required, but also the costs of implementing these strategies. Low cost strategies mean more of the family’s wealth stays within the family.