What can you do for me? – Our Services

• March 1, 2017

What Investment Services do you offer?

If you desire to use an advisor, we can help.

• We make financial plans to help you accumulate capital or to generate reliable retirement income after you retire.
• We design a portfolio that is consistent with your goals as well as your temperament.
• We manage your portfolio by researching, buying, monitoring, and selling investments.

What is DorchesterAdvisors’ investment philosophy?

A well thought out and evidence-based investment philosophy is critical when it comes to managing your serious money. Our investment approach, finely honed over 30 years, is also the one we use to manage our own assets.

• Our philosophy is to invest sensibly, prudently and cost-consciously; the way we invest our portfolio.
• We use evidence-based investment strategies and specialize in value-oriented investing – i.e. buying good quality investments at attractive prices.
• We Invest in all five asset classes to diversify risk. We choose well researched investment strategies that have been tested over long periods of time. We regularly monitor your portfolio and make changes to it as market conditions change or your needs evolve.
• We aim is to achieve a level of return that grows your wealth on an after-tax and after-inflation basis over a market cycle, so you can sustain your desired lifestyle.

What is DorchesterAdvisors’ investment process?

Investing isn’t as hard as rocket science. But, it’s not easy either. It needs discipline, training, and experience plus professional tools. These enable us to develop a robust and repeatable investment process.

We have a well-defined approach for our investment process. Our bedrock philosophy is to buy good (high quality) investments are attractive (low) prices. I.e. we are value investors.

We implement this value philosophy with clear guidelines and processes for:

• • Which investments to buy. These are defined at the Ticker symbol level (Jargon for specific names). We pick these names based on research and fundamental analysis.
  • When to buy these investments.
  • How much (number of shares) of these investments to buy.
  • When to sell the investments. We set targets for which signals will tell us when to sell (signals that are more specific than “we sell when the fundamentals change or we sell when the stock reaches its intrinsic value”).
  • And finally, how much of our position we will sell.

Our thinking: without clearly knowing these key elements we (and indeed any investor) cannot execute a trade. And unless we can buy and then subsequently sell a security, we cannot make a return.

How do you manage risk?

• We endeavor to take the least amount of risk that is consistent with your goals.
• We view risk from 9 perspectives.
• We design our portfolios carefully.