What we do
Asset Management
To deliver consistent investment outcomes, our asset management strategy utilises a selection of Separately Managed Account (SMA) solutions. A SMA enables us, as the manager responsible for the ongoing monitoring and maintenance of our portfolios, to simplify your portfolio administration and fully align the monies we advise on with our investment philosophy and process. And by using a combination of the SMA solutions we administer, we are able to develop a custom portfolio in keeping with your individual needs, objectives and personal preferences.
Our Process
How We Help You
Continual Analysis
Continual analysis and constant monitoring of portfolios to ensure underlying holdings or asset class exposures stay within set and agreed investment parameters.
Real Time Execution
Real time execution. Investment switches and rebalances are not predicated on when your able to see us or how long it takes to return paperwork. Changes are implemented when they need to happen, in real time.
Advice & Decisions
Informed investment advice and decisions. We do not invest in speculative investments where we do not truly understand the investment being made. We invest for the long-term based on fundamentals. We do not undertake higher risk short term trading.
Communication
Communication. Timely commentary and updates making it easy to keep you well informed.
Transparency
Transparency. You are able to see each individual investment you hold and how each is performing.
For us, advice is more than money
We simplify your life, guiding you towards smarter decisions and focusing on what truly matters. As your trusted confidante, we work closely with you, removing worries and doubts, and ultimately making your life better.