Portfolio and Investment Solutions

Having been in operation for over 30 years, our advisor team has extensive experience managing money in both bull and bear markets.

We do not experiment with our clients’ money. We apply a systematic process based on academic theory which has been back tested through many market cycles.

For most of our clients, the focus is capital preservation followed by growth, as each client has different needs and unique circumstances.

We analyse all aspects of our clients’ current financial situation and desired outcomes prior to constructing a strategy or portfolio.

Halcyon’s investment committee focuses on long term, cost effective, after tax results, recognising that the only performance that matters is the kind a client actually receives. We analyse all aspects of our clients’ current financial situation and desired outcomes prior to constructing a strategy or portfolio.