Managed Portfolio Service
Our premier portfolio management service
The Managed Portfolio Service is our premier service ideal for investors who value having more time, as well as superior investment advice.
The Managed Portfolio Service offers a highly personalised approach to growing and sustaining your wealth through an ongoing partnership with you and your Investment Advisor.
- A long-term relationship based on trust and confidentiality
- Investment advice of the highest quality
- Proactive management of your investments
- You remain in control of all investment decisions affecting your portfolio
You also benefit from a range of investment opportunities and research only available to our Managed Portfolio Service clients, our most comprehensive performance reporting service and freedom from the day-to-day monitoring and management of your investments. You always maintain control over your investments.
Learn more about the benefits of the Managed Portfolio Service
| At a Glance |
- Personalised Investment Strategy
- Proactive Service from a dedicated Investment Advisor
- Disciplined Investment Advisory Process
- Regular Portfolio performance monitoring
- Comprehensive Portfolio Administration
- Detailed Investment and Tax Reporting
- Preferential Access to Investment Opportunities
- Premium access to Craigs Investment Partners research
- Premium Internet Access
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