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.

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