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Are you searching for a better way to manage your money?
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Ask yourself the following questions:
- Is there rhyme and reason as to how your money is managed?
- Is there a strategy as to how it is invested?
- Is there a process to indicate when to buy or sell?
- Do you really know how your portfolio has performed?
- And what about tax?
Accordius invests with an expertise in Australian equities, combining the disciplined institutional features of managed fund investing (expertise in portfolio construction, stock selection as well as buying and selling) together with the benefits of direct investing (access to portfolio manager, ability to tailor objectives and investments as well as to offset tax positions) and overlaying it with our knowledge and experience.
This means our clients have a professionally managed investment portfolio that is:
- Transparent ("I can see what I own");
- Customised (e.g. taking into account legacy stocks and any investment prohibitions); and
- Tax managed (conscious of tax status, value of franking credits and buybacks as well as utilising capital gains tax discounts where appropriate).
Accordius' universe of stocks includes those in or due to enter the ASX300.
Our investment process consists of four components:
- Valuation;
- Growth;
- Earnings Revisions; and
- Returns.
along with a qualitative assessment where factors such as Company Management are considered.
This process provides a basis against which to compare companies and the necessary rationale for buy and sell decisions.
If you think you could benefit from a more professional approach to the management of your money, let Accordius demonstrate the value we can add to your situation.
Enquire about our service or speak to an adviser now. |
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