provide three distinct investment services to successful individuals, family offices, and SMSF trustees.
The Global Investment Management strategy provides a non-diversified equities strategy aimed at producing highly specialised international exposures and targets high returns.
The SMSF and Family Trust Investment Management service provides a highly diversified investment portfolio across multiple asset classes and aims to produce attractive returns while preserving capital.
The Investment Consultation service offers independent expert guidance on a range of investment matters for investors who manage their own investment portfolios.
All services are offered only to Wholesale Investors.