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 (MDAs) are the best available in the market. Aside from a deep level of portfolio tailoring they are better than traditional investment structures.
 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.
 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!