Our Purpose Is To

NO COMMISSIONS, NO PRODUCTS

...save you time and money;

....be your personal, professional investment & portfolio advisor, for a transparent & simple, monthly fee;

....guarantee a simple & worry free experience whilst investing directly in global equities in your own account.

How We
Do 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.

AVOID
THE HERD

The Pitch

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.

Call me directly for a discussion?

Do you have 15 minutes?

Enquiries

MINIMISE THE NOISE

Our business is to find and research equity investments for your portfolio, tell you when to buy or sell, execute the transactions and then manage the portfolio.

And sometimes, doing nothing might be the correct advice too.

Analyse

Invest

Manage

About
Rob

For 24 years, our principal, Rob Zdravevski has worked as an investment advisor with financial firms such as Prudential-Bache Securities and Citi Smith Barney in Singapore and Melbourne.

Thinking
Out Loud

Australian and International Equities Update - December 2017

A newsletter with investment views, observations & ideas

In This Edition: Summary of our Aussie portfolio stocks A reminder of some of our philosophy and process Our best and worst International stock picks...

READ MORE

Learn more

We are stock pickers.

Our investment ideas mainly cover equities from Australia and around the world.