About Us

AJM Asset Management Strategies has the primary philosophy to offer clients appropriate guidance to achieving their financial goals. We take pride in being completely independent allowing us to live by that philosophy. Client analysis and needs are primarily to our consultations, solutions follow that logical process.

We do not follow fashionable trends, but consistently align our thinking with that of each client. Clients make rational, informed and valued investment decisions to enhance wealth. Regular investment reports since 2002 illustrate our commitment to keeping our clients informed about the risks each portfolio is exposed to.

This intrinsic value of trust and understanding is core to how we conduct our business.

Commitment to our Clients

We undertake to unsure that our clients:

1. Fully understand their existing wealth management
2. Agree on their goals for the future
3. Accept and understand the appropriate risk required to achieve those goals
4. Logically follow solutions to achieve these goals
5. Remain continually informed along the path to these goals
6. Continually aligning risk models and investment strategies with these goals

Integrity
As a small business, we have not compromised on due diligence to monitor advice given, appointing Adv AH Davey as our compliance office since this requirement was legislated.

Teamwork
AJM forms a team with each client family, enhancing the appropriateness of decisions made. Enlightened clients make great decisions.

Global reach
Access to global asset managers and analysts provides AJM with the tools to provide logical, rational and risk related information to clients.

Key Strategy
To ensure the best probability of achieving investment goals, appropriate asset allocation is fundamental to our approach.

Risk Management
Achieving our key investment strategy relies on continual evaluation of portfolio risk management.