Why Use Us

• We are INDEPENDENT, professional investment managers; 

• We specialise in the management of equity portfolios and providing advice on the same;

• Our service is highly personalised and we provide impartial advice;
• We manage your equity portfolio the way you want it managed by offering a deep level of portfolio tailoring ensuring that you get what you want from your investments;
• Our investment performance has been first rate;
• Our Managed Discretionary Accounts (MDA) are the best available in the market. Aside from a deep level of portfolio tailoring they are better than traditional investment structures because:

1. You're in control
   You retain beneficial ownership of your investments allowing greater flexibility in the management and structure of your portfolio. That way we can manage your portfolio the way you want us to manage it. Thus, you get what you want.
    
2. Your own investment program
   Because your portfolio is separate from all others (unlike a collective investment i.e. a pooled investment product / unit trust / managed investment scheme) we can tailor an investment program it suit you. You can make changes at any time.
    
3. Your own portfolio manager
   As a client you will have your own portfolio manager who is directly responsible for the implementation of your personal investment program and its on-going management. Your can call your portfolio manager at any time to discuss your portfolio. (This feature is not available for our Foundation Investment Account).
    
4. Your tax position is better managed
   Because you own the underlying securities in the portfolio, you and your portfolio manager have control over when you want to realise capital gains, allowing you to better manage gains and losses within and outside of your equity portfolio. For example, you may wish us to realise any book losses on your equity portfolio to off-set capital gains you have made elsewhere (e.g. on an investment portfolio) and vice versa.
   
   This is the opposite to a collective investment where you own units in the collective investment rather than the underlying investments. Meaning that you "own" the gains and losses of collective pool / trust / scheme. The investment manager has no idea about your tax position and preferences. The investment merely manages the collective portfolio without reference to tax at all. You can get a nasty tax surprise that way.
   
   Remember you you invest in collective investment you are inheriting the unrealised capital gains and losses of the collective investment. Yes, you will pay tax on things that happened when you were not a member of the collective investment. And after a bull run in the market there will be plenty of unrealised capital gains.
   
   Sound fair to you?
    
5. Your portfolio is managed separately
   Your portfolio is managed separately from our other investors. We will provide regular personalised investment reports to you and at least annually, review the appropriateness of your unique investment program.
    
6. Your portfolio is expertly managed
   We use the same investment management process to manage your portfolio used to manage institutional clients.

• Our team are passionate about investing and we have a history of delivering competitive investment returns at some of Australia’s largest fund managers and collectively we have managed more than $23 billion dollars;
• We apply our Intrinsic investment process to your portfolio. The same process we use to manage institutional portfolios;
• Only quality investments are included in your portfolio;
• There is separation of the investment management and custodian functions. We do not hold your money, providing an additional level of protection to you and allowing us to focus on managing your money and listening to you.
• For our Personal Investment Account and Private Investment Management service we change only one fee only. An investment management fee.
  • No up-front, switching, withdrawal or termination fees;
  • No administrative, contribution or expense recovery fees;
  • No adviser service fee or fee for reviewing your portfolio.

• For our Foundation Investment Account we also charge a small establishment fee in addition to our investment management fee. However, us have reduced our investment management fees for this product.

• We make it easier for you. We can assist you in related investment activities. For example, we have a preferred custodian or we can help you find a suitable custodian. If required, we can also help you set up a personal superannuation fund (i.e. a self managed super fund), family trust or holding company.

If you need life and / or disability insurance to complement your personal superannuation fund we can also assist you. You live. We’ll take care of the details!

• Finally, we can make a real difference to your life by managing your equity portfolio the way you want it managed and by doing so give you more time to do the things that are really important to you. !