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Investment Policy


RoundVest is committed to providing investment management services that align with our clients' objectives and risk tolerance. This policy outlines our investment philosophy and approach.

  1. Investment Objectives: Our primary investment objective is to provide long-term capital appreciation through a diversified portfolio of investments. We aim to achieve this objective by selecting investment products that have the potential to deliver strong returns over the long term.

  2. Risk Management: We recognize that all investments carry risks, and we actively manage risk through diversification and asset allocation. We may also use hedging strategies or other risk management techniques to mitigate risk.

  3. Investment Selection: We use a rigorous selection process to identify investment products that meet our clients' investment objectives and risk tolerance. We consider a range of factors, including historical performance, volatility, liquidity, fees, and the investment manager's track record.

  4. Asset Allocation: We use a disciplined approach to asset allocation, which involves selecting a mix of asset classes that is appropriate for each client's investment objectives and risk tolerance. We may adjust the asset allocation over time to reflect changing market conditions or the client's investment goals.

  5. Investment Products: We offer a range of investment products, including stocks, bonds, mutual funds, ETFs, and alternative assets. The availability of these products may be subject to change without notice, and we do not guarantee any specific results from investing in these products.

  6. Investment Monitoring: We monitor each client's portfolio on an ongoing basis to ensure that it remains aligned with their investment objectives and risk tolerance. We may make adjustments to the portfolio as needed to reflect changing market conditions or the client's investment goals.

  7. Fees: We charge fees for investment management, which may vary depending on the investment product. We strive to offer transparent and competitive fees, and we may adjust our fees over time to reflect changes in our costs or the market environment.

  8. Disclosure: We provide regular reporting to our clients, including performance reports and investment holdings. We also disclose any conflicts of interest or other material information that may impact our clients' investments.

By using our platform, you acknowledge that you understand and agree to our investment policy. We cannot guarantee any specific investment results, and all investments carry risk. You are solely responsible for determining whether an investment is suitable for you based on your financial situation, investment objectives, and risk tolerance.