....is to have long standing relationships with people who are happy to pay a fixed monthly fee for professional investment advice.
....is for our clients to be pleased with our work and the easy, unique experience of how we build their share portfolio and manage it.
Individuals and their families hire us to build and manage their Australian or Global equity portfolios for a fixed monthly fee.
While we give you advice, we can also help you with placing the orders and opening a brokerage account, but you can carry your assets and accounts with a bank, broker or custodian of your choice.
We are trying to find equity investments which we think can provide an appropriate return when compared to the risk being taken.
This is what we call absolute investing not relative.
As investors, we believe in being patient, building portfolios slowly, insist on buying bargains & having well founded, contrarian ideas.
As our client, we think you should hold assets in your name and not in complicated products or structures, never begging to get your money back from an institution, while being aware of what you actually own and not being charged hidden or secondary fees.
Karri Asset Advisors is an investment advisory ﬁrm.
We identify compelling global themes and trends, from which we ﬁnd speciﬁc investment opportunities.
You will not be sold products, insurance nor a financial plan.
Our clients do not pay us any commissions and are not be required to open any accounts nor transfer any assets to us.