Managed Portfolio Service
Our Managed Portfolio Service is our premium full-service portfolio management solution, suitable for investors who value having more time, as well as superior investment advice. Your qualified investment adviser will work with you to develop a personalised investment strategy, and offer on-going investment advice to best suit your needs. This service will free you of all associated administration, including: coprorate actions, receipt of income from dividends, sells and buys, and tax reporting to save you time and worry.
At a Glance
- Proactive service from a dedicated investment adviser
- Disciplined investment advisory process and regular portfolio performance monitoring
- Comprehensive portfolio administration and therefore you do not have to worry about the on-going paperwork
- Detailed portfolio reporting including end of year tax summary
- Priority access to new issues and offers
- Premium access to Craigs Investment Partners market research
The benefits of Managed Portfolio Service are that it is a personalised service tailored to meet your financial goals having regard to your financial position. If your Investment Adviser does not have all relevant information concerning your financial situation, needs and goals as well as your tolerance for risk then the advice that your Investment Adviser provides may not be suitable to you. The Investment Adviser’s analysis of your circumstances is based on the information you provide and any changes to your circumstances may impact on the suitability of that advice. The fees associated with this service reflect the ongoing nature of the portfolio monitoring, administration and premium service levels. These fees are deducted from the value of your portfolio and should be taken into consideration when determining which service level is appropriate to you.
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