Davy-IM's investment approach is tailored to the needs of their clients. Their investment objective focuses on long-term capital growth and preservation of wealth. Strategic planning, on a range of levels, is core to help their clients to achieve their goals, namely through corporate, retirement, estate and charitable planning.The firm's investment management focuses on asset allocation. They believe that a diversified portfolio should blend income generation with capital growth, reduce overall volatility as well as deliver higher more stable returns. They select from a range of asset classes worldwide such as equities, bonds, currencies, precious metals, real estate and private equity.