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Direct Portfolio Management
Through Direct Portfolio Management, our
clients enjoy working directly with an experienced portfolio
manager and financial adviser structuring and managing portfolios
specifically designed to achieve their needs and goals taking into
consideration our portfolio managed philosophy outlined
above. All portfolio changes are made following consultation
with the client. Portfolio review, investment research and
personalised service is provided to clients on an ongoing
basis.
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Austock Managed Accounts
Unlike traditional managed investment funds,
our managed accounts allow you to see exactly where your money is
invested on a daily basis. Overseen by professional
investment managers, who you can contact as required, Austock can
invest your own Client Choice Portfolio alongside your managed
portfolio, all fully administered and reported on your single
account.
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