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Investment Options and Platforms

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Is there a better place to invest?

What makes an investment good? With a plethora of options, how do you know what you are invested in and how it compares to the competition?

We have developed an investment service for our clients to access an institutional grade investment portfolio management system.  Our Managed Discretionary Accounts (MDAs) is based on our core investment beliefs. Some of these beliefs are:

  1. Asset Allocation matters

    Research shows over 80% of long-term returns are driven by asset class. The MDA service ensures your portfolio maintains the preferred asset sector exposures and takes into account short-term risks and opportunities with quarterly adjustments.

  2. Time matters

    The longer you wait to implement a change, the greater the cost to you. Without costing our clients any time, MDAs allow for changes we recommend to be implemented across all portfolios within 3 trading days of the decision being made. For busy clients this feature is priceless.

  3. Expertise matters

    We receive Asset Allocation advice from one of the largest asset managers in the world, Blackrock. Our investment consultants help us identify fund managers who can deliver above market returns. We utilise the latest technology through BT Panorama to support the MDA service, future proofing it and providing you with live access.

General advice is free, but personal advice is invaluable. No two people are the same and MDAs are just one of the tools our Financial Advisers use to help our clients achieve their goals. Contact your advisor if you would like to speak with a financial planner. There is no cost for the initial meeting.

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