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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.

Key features:

  • 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.
  • 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.

 

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