Capital Preserve
Designed for investors whose primary objective is capital preservation with a measured approach to portfolio growth.
- ✓ Capital preservation focus
- ✓ Lower portfolio volatility
- ✓ Diversified allocation
- ✓ Long-term orientation
Thoughtfully structured investment solutions designed to help investors pursue long-term financial objectives through disciplined portfolio construction and diversification.
Investing with intention
Scale PortFolio approaches investing as a long-term process, not a series of short-term decisions. Our investment solutions are designed around clearly defined objectives, thoughtful diversification and disciplined portfolio management.
Whether your priority is capital preservation, income, long-term growth or a combination of objectives, the right portfolio begins with understanding where you are going.
Our solutions
Choose an investment approach based on your objectives, preferred time horizon and tolerance for risk.
Designed for investors whose primary objective is capital preservation with a measured approach to portfolio growth.
A diversified approach for investors seeking a balance between growth potential and portfolio stability.
Built for investors with a longer horizon and greater tolerance for market fluctuations in pursuit of growth.
Our investment approach
Markets move. Investment principles shouldn't have to. Our approach combines research, diversification and disciplined portfolio management to keep investment decisions aligned with defined objectives.
Speak with our teamWe begin by understanding objectives, constraints, time horizon and risk considerations.
Portfolios are structured around appropriate diversification and allocation principles.
Portfolios are reviewed as market conditions and investment objectives evolve.
Where appropriate, allocations can be refined to maintain alignment with long-term objectives.
Portfolio building blocks
Investment allocations can be constructed across a range of asset classes depending on the strategy, mandate and risk profile.
Equity exposure designed to participate in long-term economic and corporate growth.
Instruments that may provide income and diversification within an overall portfolio.
Selected alternative exposures where appropriate for the investment mandate.
Liquidity considerations incorporated according to portfolio requirements.
Risk framework
Every investment involves risk. The objective is not to eliminate market uncertainty, but to understand the risks associated with an investment strategy and construct portfolios accordingly.
Investment duration influences the level and type of risk that may be appropriate.
Spreading exposure can help reduce reliance on a single asset, sector or market.
The balance between growth, income, liquidity and preservation matters.
Scale PortFolio at a glance
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Tell us about your objectives and explore an investment approach designed around your financial priorities.