At TFP Investment Counsel, our mandate is to help our clients accumulate and preserve their wealth in a cost-effective way, while managing the risk they undertake. We seek safety of principal first and a reasonable rate of return second.

We start with a thorough understanding of where our clients are today and what their financial objectives are, as detailed in their Investment Policy Statement. A strategic asset allocation model is selected based upon the client’s return objectives and risk tolerance.

Allocation of asset classes and selection of individual securities for our client accounts follows from in-house research. We are value-oriented investors and endeavour to buy high quality securities at a discount to our estimate of their intrinsic value. Whenever possible, we invest for the long-term to minimise taxes and transaction costs.

We follow the
CFA’s Institute’s Code of Ethics and Standards of Professional Conduct and the Financial Planners Standards Council’s Code of Ethics.