OUR PROCESS

Process is the journey;

prosperity is the destination.

The journey of building your wealth, let alone reaching the very top is difficult as it is. If you have summitted or still on the path, we at York believe all our journeys are improved by the company we keep.

We help to simplify the complex, plan a route, keep you on the path and spot rare opportunities as they come by. Our process is designed to bring structure and discipline to long-term decision-making — particularly in environments where outcomes are uncertain and markets are constantly evolving.

Owning your financial security brings joy and the journey should be the same.

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York Wealth's Investment process, including understanding your vision, structuring your foundation, strategic asset allocation, developing a personalized investment policy statement, implementing your strategy, and ongoing review and optimization.

A key part of the process is helping clients make clear decisions, by keeping you on the right path during periods of uncertainty, where emotional responses can otherwise lead to poor outcomes.

OUR PROCESS

Your Journey With York

OUR INVESTMENT APPROACH

Investment Framework

We allocate capital through a macro-driven framework — identifying where we are in the cycle before deciding where to invest.

Our approach is unconstrained. We are not aligned to any one firm, product or geography. Capital is allocated on merit, and exposures are adjusted as conditions evolve.

1. Preserve, Compound & Protect Capital

The objective is durable compounding.

Portfolios are designed to navigate changing market conditions while maintaining disciplined exposure to growth. Downside control matters as much as upside capture, with risk managed at the portfolio level. Core holdings provide stability, while satellite positions are used to capture specific opportunities and express higher-conviction views.

Longevity comes first. Performance follows from discipline.

2. Asset Cycle & Rotation Framework

Capital moves.

We position portfolios based on where conditions are heading — not where they have been. As liquidity, economic conditions and risk appetite shift, exposures are adjusted accordingly.

Advantage comes from anticipating change, not reacting to it.

3. Allocate on Merit

Money has no loyalty.

Every position must justify its role within the portfolio — based on risk, return and how it interacts with other holdings. Assets are selected deliberately, sized intentionally and reviewed continuously.

4. Access & Perspective

Through ongoing engagement with managers, allocators and market specialists — alongside insights gained through The Rate of Change — we maintain a broad view of the investment landscape.

This allows us to assess opportunities objectively, identify structural strength and refine exposures with clarity and conviction over time.

This framework sits within an ongoing advisory relationship, ensuring your portfolio remains aligned as your objectives and circumstances evolve.

OUR SOLUTION

Implementation and Structure

We implement and manage portfolios through a centralised platform partner, providing full transparency, consolidated reporting and institutional-grade custody of assets.

The platform enables all investments to be managed within a single structure, offering clear visibility across holdings and fees.

Portfolios are constructed using a combination of direct investments, managed funds and specialist strategies, often accessed through a fund-of-funds or multi-manager approach. This allows capital to be allocated across asset classes and managers within an integrated portfolio.

The structure enables active asset allocation, efficient rebalancing and ongoing adjustment as conditions and opportunities evolve.

OUR ONGOING PARTNERSHIP

We develop an ongoing investment review with you & your family

SPECIFIC GUIDELINES | WHAT WE CONSIDER

Asset allocation
Risk tolerance, return objectives and the role of each investment within the broader portfolio.

Manager selection
Track record, consistency of process and how each manager contributes to overall portfolio construction.

Manager changes
When and how to replace managers, including cost, timing and impact on the portfolio.

Liquidity
Access to capital and how quickly funds may be required.

Preferences & constraints
Any specific exclusions, values or structural requirements that should be reflected in the portfolio.

Reporting & communication
How often you receive updates, and the level of detail required.

If a great process is the difference in building and protecting your family’s future, the first step is choosing the right partner.

Talk to an Advisor
Talk to an Advisor