Managed Investment Solutions

Investment Process

To deliver superior strategic advice and risk-adjusted returns to our investors

Our primary objective is to deliver consistent, risk aware returns. We believe that our utilization of a range of investment strategies, both process-driven and manager-led, broadens the source of income generation, while diversifying risk to deliver risk-adjusted performance.

To preserve capital

Risk management and the preservation of capital are fundamental tenets of our investment ethos. Portfolio management reporting platforms and bi-weekly markets updates are used to minimize downside volatility through timely market intelligence, while through the adoption of a proven multi-disciplined approach through to diversified portfolios reduces any volatility further.

To extract maximum benefit from our service providers

This is facilitated through the detailed analysis from research and prudent scenario generation, execution and possible cost reductions obtained from our service providers, also equitably reward our Partners and service providers to generate the best client experience.

Harris Fraser Family Office operates on a transparent fee for service model. We actively manage relationships to ensure that each service provider regularly appraises and revisits the scenarios which they have supplied. This provides a strong incentive to our service providers to perform to a high standard, focusing and motivating them to achieve a common objective aligned with our clients.