Lyford Independent Investments Ltd is one of the few New Zealand investment advice companies that complies with the strict regulatory description of...
13 Bay Road, Kilbirnie, Wellington City, Wellington
Lyford Independent Investments Ltd is one of the few New Zealand investment advice companies that complies with the strict regulatory description of what is defined as independent investment advice.
It is an independent, fee based business using experience and independent research to developedand manage tailored investment portfolios.
Fee based means that all trail commissions and brokerages that would normally be paid to an investment advisor are rebated back to you, the client. Our advisers are 'independent advisers' under the strict definition of this term refer to our FAQ section.
A fee is charged separately for our services which is tax deductible to you the investor. We take pride in providing independent, transparent investment solutions taking into account our clients financial position and tolerance for market fluctuations.
We assess your risk return profile using a scientifically validated tool.
Your portfolio will be constructed using local and international investments that are diversified across a range of investment sectors such as cash, fixed interest, shares, listed property and alternative assets.
We use forward-looking return and risk assumptions, and robust portfolio optimisation techniques that are stable and likely to produce solid returns across a broad range of economic scenarios.
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