Somerset Smith Partners > Investing in Shares

Investing in Shares

Somerset Smith Partners have always been an advocate of investing in the shares of quality blue chip companies. We seek to provide our clients with an advantage, by maintaining careful and considered strategies. We pride ourselves on being “stock pickers” and long term holders of the good performers of a portfolio. We are prepared to back selections with overweight positions, and this has seen our portfolios outperform others, particularly market or index related funds.

In our view, a direct investment in shares is important, as it will provide both capital and income growth. By contrast, fixed interest investments will provide solid income, however, they will not provide income growth or capital growth. Shares also provide a high degree of liquidity, which allows investors to readily access their capital should their circumstances change.

The key decisions are stock selection and portfolio weightings. Somerset Smith Partner’s qualified and experienced advisers are ideally positioned to advise investors on the best course of action.

For a no obligation, confidential discussion about your investments and how we can help grow your wealth … Call our Financial Advisers today on (06) 835 3126

Read more about our Financial Advisers here

 

Disclaimer:
Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. You should also obtain professional advice tailored to your specific circumstances and needs prior to making any investment decisions. Past performance of any product described on this site is not a reliable indication of future performance. If you require advice on the purchase of particular investments please contact a Somerset Smith Partners adviser.

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Somerset Smith Partners is an NZX firm with offices in Napier and Havelock North.

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