FutureCertainty
Changing the world, one plan at a time...
Our
strategic partners
The guiding principle of FutureCertainty™ is to give you the highest level of confidence in achieving your financial goals. The investment vehicles we choose to carry us on the journey are a key component of the strategy.
The most logical way to achieve certainty is to stop persisting with the myth that the markets can be beaten. If even the experts, with all the resources at their disposal, can’t deliver consistent market out-performance over the long-term what additional information would anyone else have - legally - to convince them that they could?
There is an extensive body of academic research which concludes that active fund management does not produce a consistent long-term advantage for investors and certainly not to the extent that it justifies the additional expense. Our investment recommendations are therefore based on an asset class investment strategy. We use the institutionally-priced index funds of Dimensional Fund Advisors (DFA) as well as index funds available from other fund management groups. Funds are selected based on the indices they track, their performance relative to their benchmarks and their total expense ratios.
To access these funds we use a range of suitable tax wrappers and investment management platforms offered by solid, reliable product providers. Trading platforms, such as the Transact wrap account, allow FutureCertainty™ to administer your Pensions, Individual Savings Accounts (ISAs) and other collective investments cost-effectively. We also recommend Lombard for offshore insurance bonds which, being based in Luxembourg, give unrivalled investor protection, confidentiality and security.
You can link to the consumer websites for our strategic partners below.
The guiding principle of FutureCertainty™ is to give you the highest level of confidence in achieving your financial goals. The investment vehicles we choose to carry us on the journey are a key component of the strategy.
The most logical way to achieve certainty is to stop persisting with the myth that the markets can be beaten. If even the experts, with all the resources at their disposal, can’t deliver consistent market out-performance over the long-term what additional information would anyone else have - legally - to convince them that they could?
There is an extensive body of academic research which concludes that active fund management does not produce a consistent long-term advantage for investors and certainly not to the extent that it justifies the additional expense. Our investment recommendations are therefore based on an asset class investment strategy. We use the institutionally-priced index funds of Dimensional Fund Advisors (DFA) as well as index funds available from other fund management groups. Funds are selected based on the indices they track, their performance relative to their benchmarks and their total expense ratios.
To access these funds we use a range of suitable tax wrappers and investment management platforms offered by solid, reliable product providers. Trading platforms, such as the Transact wrap account, allow FutureCertainty™ to administer your Pensions, Individual Savings Accounts (ISAs) and other collective investments cost-effectively. We also recommend Lombard for offshore insurance bonds which, being based in Luxembourg, give unrivalled investor protection, confidentiality and security.
You can link to the consumer websites for our strategic partners below.
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