Retail & High Net Worth Investors
Our new generation of Managed Discretionary Accounts are suitable for anyone who
wants, or has, their own personal portfolio but doesn't have the time nor expertise
to manage it.
Foundation Investment Account
The lower fee schedule makes our Foundation Investment Account (FIA) an attractive alternative for smaller investors (e.g. those with portfolios of $50,000 or greater). Our FIA is also suitable for large investors who want their own portfolio, with access to a professional with whom to consult, active portfolio management at wholesale prices, and low investment management fees (e.g. less than 1% p.a.). It may also suit investors wanting less of the features of our Personal Investment Account (PIA) or our Private Investment Management service (PIM), with commensurate a reduction in fees.
The lower fee schedule makes our Foundation Investment Account (FIA) an attractive alternative for smaller investors (e.g. those with portfolios of $50,000 or greater). Our FIA is also suitable for large investors who want their own portfolio, with access to a professional with whom to consult, active portfolio management at wholesale prices, and low investment management fees (e.g. less than 1% p.a.). It may also suit investors wanting less of the features of our Personal Investment Account (PIA) or our Private Investment Management service (PIM), with commensurate a reduction in fees.
