Our Approach

Our Methodology

Due Diligence

Source One International's commitment to research as the foundation of our recommendations is by no means limited to the asset classes and products in which we invest your money. We insist on researching our clients too. We believe that it is imperative that we know our client. We spend a great deal of time analyzing what it is that our client is trying to achieve in terms of investment return.

Our due diligence extends to assessing income, tax status, plans for retirement, meeting schooling fees and other aspirations. We aim to identify these life goals with a view to building flexibility into our asset allocation recommendations. This approach ensures that the client has access to liquidity as and when the need arises.

Our diligence knows no boundaries — from evaluating entire sectors right down to the minutiae of monthly management charges levied by mutual funds and pension providers — nothing is left to chance or considered irrelevant.

Source One International believes that this commitment to Due Diligence is at the centre of our enviable client retention statistics and our robust roster of referrals.

Accurately identifying the investment objectives and goals, asset allocations and the appropriate asset classes to be used for each client are absolutely critical to long term success. Source One International never loses sight of the fact that the money we are managing belongs to you. Therefore, we believe it is imperative that you understand and are comfortable with every portfolio strategy that we formulate and implement.

Risk Mitigation

Source One International does not attempt to sugar coat the realities of investment; to do so would be to insult the intelligence of our clientele. We accept that every investment involves some degree of risk and it is essential that clients realize that the complete elimination of risk is not possible.

The loss of principal or loss of purchasing power exists in every investment opportunity, even though it may not be immediately obvious. While risk cannot be avoided, proper diversification within asset classes and across asset classes can significantly moderate risk in a sensibly and rationally constructed investment portfolio.

At Source One International, the mitigation of risk is about optimizing the balance between freedom and control. Our approach to risk management is multi-disciplined and has a profound impact upon the way in which we construct and manage diversified portfolios.

With a team of market analysts, industry specialists and business outlook forecasters continually identifying risks and opportunities, we can help get the balance right.

Source One International's approaches include the transference of risk to a counterparty, avoiding the risk altogether or hedging the risk elsewhere in the market.

Source One International maintains effective capital preservation practices which serve to protect your investments against a wealth depletion event. These practices represent an additional layer of protection for your investments.

Profit Realization

Source One International understands that clients naturally want to realize profits as soon as they become available but we aim to balance this innate desire with sensible measures that aim to mitigate taxation liabilities that could impact upon those profits.

It is Source One International's duty to ensure that profit realization attracts as little taxation attention and, with this in mind, we bring the experience of our tax specialists to bear upon potential liabilities.

Of course, our initial consultation with you will have identified potential taxation issues but as tax legislation is all-too prone to amendment, we always ensure that a thorough analysis of the investment is conducted prior to realization and advise you accordingly.

Following discussion with you, Source One International may recommend the reinvestment of unrealized profits into asset classes that have become under-represented within the portfolio, with a view to re-balancing its overall profile and, of course, negating any tax issue.