Effective Portfolio construction relies not only on accurate research and a clear decision making process, but also on the most effective ownership of the underlying investments. For some of our clients we operate separately managed accounts, where we invest directly into a portfolio of Australian shares using a number of investment mandates provided by (amongst others) strongly performing and boutique Fund Managers. This allows us, in consultation with our clients to exercise greater control over the nature of investments they hold.
With our seperately managed accounts service we can also better manage taxation implications (particularly capital gains) and at a lower cost than traditional Managed Funds; whilst maintaining discipline and diversification within your portfolio.