We believe that macro-economic conditions and specific sector cycles drive the majority of asset class performance, both short and long term.

A collaborative approach between Adviser, Portfolio Manager and Client.

Done well, IMA portfolios constructed by professional investment managers under the licensing regime of an MDA – should provide considerable outperformance.

We believe that macro-economic conditions and specific sector cycles drive the majority of asset class performance, both short and long term.

We seek to exploit these cycles to achieve higher than index returns over time through active portfolio management – utilising the benefits associated with an MDA licensing overlay.

We favour direct investment, both internationally and domestically over managed funds or unitised investment vehicles.

We construct Individually Managed Account portfolios – IMA’s.

The construction of these IMA’s is a collaborative process between Portfolio Manager and Financial Adviser. Ultimately it is you the Adviser who knows your client, and it’s our role to construct portfolios to meet your requirements and to exceed your clients’ goals & objectives.