Investment Approach

Investment Principles

Here at ASTRID FIRST, our strategies are
governed by 5 fundamental principles.

Key Investment Principles for Smart Financial Decisions

Investment principles guide informed financial decisions. Key principles include diversification, risk management, long-term focus, asset allocation, regular review, cost efficiency, and informed decision-making. These principles help manage risk, maximize returns, and achieve financial goals through a well-balanced and strategic investment approach.

1. Keep It Simple

2. Be Disciplined

3. Preserve Wealth

4. Diversify

5. Manage Your Risks

OUR APPROACH

ASTRID FIRST’s 5 steps investment process is built from decades
of investment experience and provides our clients’
with optimal portfolio performance relative to their
risk and return objectives.

Understand

Based on your priorities, needs, and goals.

Propose & Implement

Bespoke solutions for you.

Monitor & Review

Periodic review of the portfolio.

Comprehensive Investment Approach for Optimal Financial Growth

Our comprehensive investment approach aims for optimal financial growth through strategic asset allocation, thorough risk management, and a long-term perspective. We diversify investments, regularly review and rebalance portfolios, and prioritize cost efficiency and informed decision-making to maximize returns while minimizing risks.