This may be an unusual thing for us to point out, but investment portfolios are not what life is really all about. That’s why we designed the Managed Portfolio Service – our premium investment solution for those who value having more time for life, as well as superior investment returns.
The Managed Portfolio Service offers a highly personalised approach to growing and sustaining your wealth through an ongoing partnership with your advisor. You also benefit from a range of investment opportunities and research only available to our Managed Portfolio Service clients; our most comprehensive performance reporting service and freedom from the day-to-day monitoring and management of your investments. You always maintain control over your investments.
AT A GLANCE:
The Managed Portfolio Service offers:
- Personalised Investment Strategy
- Pro-active Service from a Dedicated Advisor
- Disciplined Investment Advisory Process
- Comprehensive Portfolio Administration
- Detailed Investment and Tax Reporting as standard
- Preferential Access to Investment Opportunities
- Premium Internet Access