The CAREphilosophy® has been in use for over 15 years and it has helped advisers to
successfully manage their clients investments through good times and bad, including the
Global Financial Crisis.
It does this by combining a sophisticated investment process based on the leading portfolio
theory, and a deep understanding of the history and cycles of investment markets, in a
framework that is easy for our clients to understand, which is so important because having
confidence in your portfolio helps you avoid the big mistakes that most people make when
reacting to bad news.
In 2013 as managed portfolios became available in Australia we used the CAREphilosophy®
to create the CARE managed portfolios. With over 5 years of proven and documented track
record, the portfolios have been providing our clients with consistent returns over time.