Strategic asset allocation.

Setting the long-term allocation that does most of the work, aligned to your plan and risk tolerance.

What it is

The decision that matters most.

Of all the decisions in investing, the long-term allocation between asset classes does most of the work — far more than the selection of any individual holding. Set well, aligned to the plan and to a level of risk you can actually live with, it carries a portfolio through the cycles; set carelessly, no amount of activity makes up for it.

We advise on the strategic allocation that fits your plan and your tolerance for risk; the portfolio is then managed to it through our partnership, by the regulated investment manager.

How we advise

Aligned to the plan

Setting the allocation that serves your objectives, not a model portfolio.

Risk you can live with

Calibrating risk to what you can actually tolerate.

Through the cycles

Building an allocation that holds through changing markets.

Reviewed, not churned

Adjusting deliberately rather than reacting to noise.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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