We are an independent private wealth management and investment advisory firm catering to the needs of affluent individuals, families, and businesses.
At Ladderup wealth management, we start with the notion that your wealth is irreplaceable. This means that building life-long client relationships means ensuring that the client’s capital is invested like the client themselves would do, given the time and resources.
Driven by this, Ladderup’s investment philosophy has 4 dimensions:
We don’t chase returns. The returns we deliver are commensurate with the risk each client is comfortable with.
These mistakes are caused by misjudging products or environments. While we cannot control external factors we focus on carefully correct asset allocation, watching the market closely and keep an exit window alive for all our investment.
We ensure that our best practices are not people dependent. We document our experiences, processes and best practices and train our teams in them.
There is never any ONE big mistake that causes capital loss. It is invariably a series of small mistakes that lead to events or corrections destroying a client’s capital. We ensure that every step of our investment and client management process is carefully monitored to ensure that such big mistakes are avoided.
At Ladderup we do 4 things that our clients need:
For us, client centricity is not just a fashionable statement. It means that every interaction is driven by your needs.