THE SARTO WAY
We built The Sarto Way entirely around our people and their needs.
GUIDING PRINCIPLES
OUR PEOPLE COME FIRST
We are constantly working to find the best outcomes for Our People regarding investments, wealth management and technology. Laying a foundation of high-quality solutions allows for a goal-orientated, successful future to be built.
LOVEWHAT WE DO
ALWAYS DO
WHAT’S RIGHT
WHAT’S RIGHT
NEVER STOP
LEARNING
LEARNING
LIFE IS FOR
LIVING
LIVING
INVESTMENT PRINCIPLES
KEEP IT SIMPLE
Don’t confuse “simple” with “easy”
BUY AND HOLD
Time in the market vs timing the market
RETURN OVER INCOME
Total return is more important than income
PORTFOLIO DIVERSIFICATION
Manage risk and stabilise returns
BE CLEAR ABOUT OBJECTIVES
Know what you want to achieve before beginning
MINIMISE COSTS
Accelerate growth by managing costs
QUALITY INVESTMENTS
Buy quality businesses, Pay sensible prices
OPTIMAL ASSET ALLOCATION
Allocating investments across appropriate asset classes
WE DON’T HAVE ALL THE ANSWERS…
There are no heroes in investing