Portfolio Management
MINC Stockbroking offers a range of portfolio management solutions to assist you in meeting your financial goals.
MINC Stockbroking’s Portfolio Management service is a personalised service to meet the portfolio investing, administration and reporting requirements of a broad range of clients including individuals wishing to build a portfolio, high net worth clients, retirees and self-managed superannuation funds.
Key features of our Portfolio Management service include:
- Construct and build a portfolio to meet your personal requirements
- Periodic portfolio review with your Investment Afvisor
- Portfolio monitoring and reporting
- Benefit from direct share ownership without the administration
- Managed funds and accounts incorporated as required
- Margin lending can be used as appropriate
Our self-managed portolio service is designed for clients who prefer to retain direct involvement in the ongoing day to day management of their portfolios we offer a Portfolio Management service where your MINC Stockbroking Investment Advisor will assist you in making informed investment decisions.
MINC Stockbroking’s Portfolio Management service allows you to establish a diversified asset allocation strategy by investing in a range of listed shares and other securities, managed funds and if applicable fixed interest products with the help of your Investment Advisor. You retain direct ownership of your portfolio while outsourcing the associated portfolio administration.
Clients receive comprehensive account management and reporting, including periodic portfolio reviews and reporting.
For more information on our services please contact your MINC Stockbroking Investment Advisor.
Please note: The above is general advice only and does not take into account your personal objectives, financial situation or needs. Before taking any action you should consider the appropriateness of the above advice as it may apply to your personal circumstances.