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The Accordius Advantage
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Our approach comes from knowing what our clients want:
An integrated, investment management, advisory and administration service;
Enhancement and protection of capital through sound investment management and advice; An accessible portfolio manager; Recognition that financial decisions have tax consequences that need to be managed; and
Transparency,
with regard to underlying investments and fees.
From an investment perspective, there are many reasons to choose Accordius over other alternatives.
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Client Adviser | Accordius | Financial Planner & Managed Funds | | Personalised Service |
✓ | ✓ | ✗ | | Transparent Direct Investments | ✓ | ✓ | ✗ | | Long Term Investment Focus | ✗ | ✓ | ✗ | | Customised Portfolio | ✓ | ✓ | ✗ | | Rounded View of Stocks/Market | ✗ | ✓ | ✓ | | Expert Professional Management of Your Money | Limited | ✓ | ✓ | | Portfolio Construction and Investment Process | ✗ | ✓ | ✓ | | Direct Access to Portfolio Manager | ✓ | ✓ | ✗ | | Investment Objectives Tailored to Your Needs, not a Benchmark | Limited | ✓ | ✗ | | Ability to Manage Tax | ✓ | ✓ | ✗ | | On-Line Timely Reporting/ Administration | Limited | ✓ | Limited | | Tax Reporting | Limited |
✓ | Limited | | Fees Consistent with Your Needs | ✗ | ✓ | Limited | |
Yes -✓ ✔
No -✗ ✘
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