We are a specialist Investment Management firm providing tailored Individually Managed Portfolio services to qualified individuals/families (typically via their Family Trust or Self-Managed Super Fund). We also provide Managed Account and Portfolio Administration services to Financial Advisers and Accountants seeking individual HIN (non-pooling) solutions.
Our core objectives are to preserve our client’s capital and generate consistently positive returns. We are confident in achieving these objectives because of our:
- Experience – over 30 years of investing experience
- Clearly defined and sensible investment approach
- Clearly defined and sensible risk management process
- Flexibility to hold cash in the absence of compelling investment opportunities
- Freedom to be index unaware
Our clients live all around Australia. Technology provides us with multiple methods of remaining in contact: our online reporting software, email, skype, telephone…and sometimes, when we want an excuse to travel this great country or when we can combine the trip with an investment site visit, we visit our remote and interstate clients face-to-face.
Give us a call today on (02) 4201 7030.
Australian Financial Services License (AFSL No: 484998).