Philip Baumgardt

Functions as a College/University

Sanlam Private Wealth customizes a portfolio that suit client’s risk profile and ambitions whether it is a traditional investment strategy focused on equities, fixed income and cash, or a non-traditional approach incorporating hedge funds, real estate and commodities. The firm seeks superior returns over the long-term and avoids the distraction of quick and perhaps unsustainable wins. Their investment methodology combines a top-down and bottom-up approach in the construction of portfolios. Top-down to review and assess a portfolio’s asset allocation and bottom-up approach for stock selection.