Portfolio Review Service
Managing your financial success
This service covers every aspect of diligent day-to-day portfolio management, from taking care of the administrative details to taking advantage of the short-term opportunities presented by the market.
- We are proactive in the investment and strategy development process.
- We are on call to answer any questions regarding portfolio investments, or investments in general, within office hours.
- We give you priority in the evaluation and implementation of special offers.
- We develop tax effective strategies wherever possible.
- We are the mailing address for all correspondence, including dividends, interest advices, distribution notices and offers.
- We administer and record all transactions, including income recording and maintaining Capital Gains Tax records.
- We provide reports and are the initial point of contact for accounting, taxation and audit requirements.
- We provide a review of your portfolio (Statement of Advice) as required. This detailed review provides a valuation and graphical representation of your holdings and a summary of performance along with specific recommendations.
- We provide monthly valuations and graphical representation of your portfolio.
- We provide online access to your portfolio, allowing you to monitor its status 24/7.