Knowledge, dedication, efficiency
Berglund Payton Group possesses a number of attractive equity products that provide fresh opportunities on the international stock markets. Our advisors build solid reputations for their funds, based on their particular investment methodologies and their remarkable performance in comparison to their peer groups.
To put it simply, by employing knowledgeable and experienced financial specialists and allowing them to handle assets in a manner that best suits their unique investment methods, we have been able to achieve exceptional returns on our clients’ behalf.
The significance of experience
With a standard investment experience across Berglund Payton Group 375-strong team, our specialists can make use of their broad market familiarity gained through both bad and good times for today’s customers.
A confident approach
We hold in high regards the long term worth of active asset management and strongly believe in offering incentives to our advisors for the added value they deliver to their clients’ portfolios. Within commonly consented risk limits, our advisors face no restrictions in backing their investment choices with a confident approach, dodging the counterbalance of other funds and making sure each holding competes for its position within the portfolio.
A fusion of investment methods
Each of our specialists has an individual method of handling capital. At Berglund Payton Group, we encourage our experts to do what they do best: utilizing their personal, validated, dynamic management techniques to add value to our clients’ portfolios. Concepts and theories are shared through a series of internal processes; however our advisors assume full responsibility for the structure of their portfolio, in accordance with their investment approach. We do not utilize model portfolios in the management of funds and similarly our specialists are not required to hold any asset that they do not personally believe has profit potential.
We are confident that this creates an inspiring environment for our advisors and that it beneficially impacts the performance of our investors’ portfolios.