Intelligent Investing Services

“Stop trying to predict the direction of the stock market, the economy, interest rates, or elections…. To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”

Warren Buffett

Intelligent investing is an integral part of Unicorn’s financial solutions services. Our investing practice is essential for and complimentary to the authentic financial plans that we craft for our clients.

In all of our investing advice, we are committed to a value oriented selection process, as developed by Benjamin Graham and Warren Buffett. Our decisions are based on fundamental views, rather than seeking to time market momentum.

The Unicorn investing practice covers unit trusts and other managed funds, direct investments in various different types of securities, including ETFs, shares and bonds, as well as property holdings. We group these different instruments into three main areas of investing focus: Value at a Reasonable Price, Yielding Investments and Property Investments.

In keeping with our commitment to provide unique solutions for each unique client, Unicorn offers different types of investing opportunities to different clients.

The key is that clients are presented with the most appropriate options, bearing in mind their total financial blueprint.

In some cases, we might advise a client simply to use endowment funds as part of his or her longer term savings plan. But where a client is approaching financial independence for example, our Yielding Investments are likely to be most appropriate, since he or she will be looking to generate a certain amount of recurring income.

The Unicorn Investing Committee currently advises assets of nearly $450 million. They are backed by a team of experienced and seasoned researchers.


Total Assets Under Advice & Management

An extremely useful add-on service that we offer to clients is our Portfolio Repair Service.  For clients who come to Unicorn with pre-existing investments, our investing team can analyse your overall portfolio to give you an authentic, objective and respectful view as to which adjustments, if any, might be necessary.

The Unicorn Investing Portfolio