Momentum Investments helps individuals, businesses and retirement funds invest with confidence, and stay invested. Our investment philosophy is that over a chosen period, based on prevailing market conditions we target a reasonable return. We define ‘risk’ as the likelihood that the investment portfolio won’t deliver the return it’s targeting. It may sound like semantics. However, it means risk doesn’t have to be reduced to three simple definitions of ‘low’, ‘medium’ and ‘high’ any longer, but can be described in sync with your goals: Will you or won’t you achieve your investment goal and, if you miss it, by how much will it be? We have followed this approach with our institutional clients, such as retirement funds, since 2011 and individuals are also benefiting greatly from the skills and expertise we have gained with this approach. With us, investing is personal. From how our experts push the boundaries to create innovative and tailored solutions that can help you achieve your goals on your investment journey, to how we act as the guardians of your legacy, it’s personal.

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