Principia Investment Consultants works with financial advisors and planning groups to help craft and articulate an investment philosophy and then help implement this philosophy through their investment committee.
In the new world of financial advice it’s more important than ever that all advisors have a well thought out and documented investment philosophy, and their APL’s reflect this philosophy (leaving room for individual Advisor and client tastes and preferences within a relatively narrow framework).
Clients of financial advisors should be empowered by the decision-making process, which creates trust through education and understanding.
The focus must always be on the clients values and goals.
Principia also consults on strategic advice, asset allocation decisions, policy and regulations.
As subject matter experts on investments, Principia also runs education programs which includes coaching for Advisors, customised keynote presentations, conferences and investment seminars for Advisors and their clients.