Jordan Limited has a very experienced management team that have developed an institutional investment approach modelled on the strategy employed by successful institutional investors, adopting those principles and scaling them to individual investors.

Even when the markets are booming and everyone is making money, we don’t forget the catastrophe a large loss can have on portfolios, many of which must support years of retirement income.

At Jordan Limited, we believe that proper investment management begins with a proper risk assessment for each individual client; this is central to successful investing. Jordan Limited uses innovative modern tools to establish a client’s risk range. Jordan Limited use a range of risk models with varying volatility and expected returns aligned with each client’s comfort levels and goals.

Jordan Limited integrates both strategic and tactical investment methods as part of its “diversify by investment strategy” policy. Strategy weightings are observed on an uninterrupted basis. We have learned to trust that this approach is required for today’s sophisticated markets. Strategies include stocks, exchange traded funds and mutual funds.

Alternative investments strategies, which normally do not relate to public stock or bond markets are also used to lower overall portfolio volatility.