A research-driven approach to investment portfolio management
An investment portfolio is made up of different types of assets such as shares, property, bonds, debentures, cash, wholesale and retail-managed funds, and other packaged securities.
These investments can contribute income, capital growth or both to help build your personal wealth. Your investment portfolio should consider all major asset classes, as well as appropriate performance structures.
Selecting the appropriate mix of asset classes, management platforms, ownership structures, investment styles, sectors and fund managers has much more of an impact on your overall investment returns than that of individual stock performance.
Our investment committee combine their decades of professional experience with industry acknowledged research to build portfolios that are tailor made for your unique set of circumstances.