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Portfolio Management
EQUITY provides a portfolio monitoring service whereby we analyse a clients' investments to ensure:
- The portfolio is aligned with an individual's risk profile.
- The mix between asset classes is appropriate.
- Each investment product is performing satisfactorily.
- The split between asset growth and income is suitable.
Unlike the majority of financial planners, we do not charge for this service as we believe that in the majority of cases there is already a manager (especially in the case of fund managers) who are overseeing your investments.
Ideally, a review process should be undertaken once a year especially for portfolios greater than $50,000.
Active investors also receive the benefit of a Tip Sheet, entitled "What's Hot, What's Not" in which we mention those investments which we believe will perform well in the short to medium term.
Click here for a simple guide on investing through EQUITY
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