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MANAGED DISCRETIONARY ACCOUNTS – YOUR INVESTMENT IS IN GOOD HANDS

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We have established a Managed Discretionary Accounts (MDA) portfolio management system. It is an arrangement whereby you give a manager the authority to invest a certain amount of your money at their discretion. Bongiorno is working closely with BlackRock and other lending Fund Managers and consultants to bring you a comprehensive MDA service.

Your MDA manager’s role is to ensure you enjoy greater returns with less paperwork while still offering complete transparency via online access to your investment information. Bongiorno’s new MDA offering is designed to deliver an investment management service incorporating specialists in:

  • strategic advice

  • MDA investment management

  • portfolio risk management

  • dynamic asset allocation

  • fund manager research

  • direct equity investing

  • investment platform technology

Your team

  • Bongiorno will act as your strategic adviser and consult with you to determine the most appropriate investment program.

  • Philo Capital will co-ordinate the input from all parties and implement and manage your chosen investment program.

  • BlackRock, the world’s largest global investment manager, will manage the risk and dynamic asset allocation.

  • Atchison Consultants will assist Bongiorno to select preferred active fund managers, track portfolio performance and provide regular market and sector reports.

  •  Antares, part of the NAB, will manage the Australian direct equities.

  • BT Panorama will provide the award-winning, competitively priced investment platform technology.

Adjustments can be made quickly!

You can be confident that your MDA team will identify risks and opportunities as they arise and make timely portfolio adjustments accordingly.

Full transparency

We ensure that your portfolio is managed with an eye to keeping costs reasonable. We also want you to have the peace of mind that comes with knowing there are no hidden investment costs. All your investment information is available online to ensure full transparency,

Regular reviews and ongoing advice

Our MDA investment program ensures your portfolio is reviewed at least monthly and rebalanced quarterly.

You will have an award-winning portfolio administration service at your fingertips to keep you informed about any changes to your investments.

Strategic advice will be sent to you frequently.

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