Our Investment Advisory Experience

Eriksen's view on investment strategy is that our primary purpose is to:

1. Protect the capital base

2. Drive the risk adjusted returns to reflect the client's risk and volatility preferences

Everyone has different views, risk tolerances, goals, and liquidity needs, among all the other things to consider. We help our clients navigate all the questions they need to ask themselves to crystalize their investment strategy.  

The key elements might include:

• Investment strategy

• Governance

• Performance reporting