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Asset Allocation

Is an integral part of any portfolio construction and strategy.


Over the past few years, we have seen a significant demand from our clients to provide access to alternative asset classes and this has been a major factor in Action Investment’s growth as a leading independent advisory firm.

The ability to offer both traditional and alternative asset allocations is a key factor in driving forward a client’s financial wealth and well-being. It is commonly acknowledged that alternative investment vehicles tend to have higher risk values, at Action Investments, we believe that our proprietary research and analysis procedures mitigate these to acceptable levels and can justifiably present these opportunities to clients that usually feel these are beyond them or they simply do not qualify to take part.

Action Investment believes wholeheartedly that every investor, retail or institutional, deserves the same level playing field and chance to take part in non-traditional investment opportunities where historically, larger profits are gained.

We want to help you reach your goals.

Action Investments initiates the investment process by assessing and understanding each client’s needs, circumstances, priorities and goals. Our due diligence and industry leading research are followed by applying clear financial objectives to achieve an active portfolio that accumulates, preserves and perpetuates the clients’ assets.

See more about the asset types that come highly recommended by us.

Traditional Asset Classes
Alternative Asset Classes
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