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Investment Management Service
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Accordius' service is best described as "personal funds management".
It is predicated on a direct investment approach.
Our licence enables us to provide you with an Individually Managed Account (IMA) under the Managed Discretionary Account Services authorisation granted to us (and a limited few) by ASIC.
As a consequence, Accordius combines:
- Benefits of direct investment - access to your portfolio manager, ability to tailor portfolios, manage tax, with
- Features of institutional managed fund investing - expertise in portfolio construction, portfolio management and stock selection.
The Accordius model is known in the US as a money manager and is the model of choice for high worth investors.
Enquire about our service or speak to an adviser now. |
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