Our Philosophy

Our Investment Philosophy

A2+B Wealth (AAB Wealth) Chartered Financial Planners believe that most investors would be best served by 'asset-class investing'. Asset-class investing represents a relatively new way of investing and is a model based not on speculation but on the science of capital markets – decades of research and academic evidence guide the way.

A2+B Wealth, in conjunction with Dimensional Fund Advisors, our principal investment partner, aims to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading.

Unlike stockbrokers, discretionary managers and the vast majority of Independent Financial Advisers and Financial Planners, A2+B Wealth does not spend time fund or stock picking or trying to predict and time the market. Academic studies and history reveal that a low-cost, asset-class investment strategy outperforms the vast majority of active investment strategies over the medium and long-term.

We believe asset-class investing should at least represent the core of any investment portfolio.