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Australian Stock & Share Portfolio Management
Specialists + Independent + Boutique = Unique
Since 1977, Gavin Ross & Co has provided an independent portfolio management service to high net worth individuals requiring specialist professional management of their Australian stock market portfolios.
Our service is individualised and proudly boutique in nature. It is tailored to each client's personal requirements, goals and objectives. We also have significant experience working with our high net worth clients in financial planning, superannuation, trusts, estate and tax planning.
Each client's portfolio is individually designed. We never pool funds or use pooled vehicles. Nor do we accept brokerages and commissions, or deal in our own proprietary products, removing any conflict of interest.
Every single stock we choose is rigorously analysed and selected using Warren Buffett's tested and true Laws of Value Investing. We are fanatics about it and have been for decades. Twenty four hours a day, seven days a week, we are studying and valuing businesses. This, above all, is why people become our clients.
People also become our clients because we are Australian stock investment specialists (this is all we do), our independence, our outstanding level of personal service, our utility and efficiency, and because our service is absolutely secure.
The following pages profile our portfolio management service in more depth and provide an overview of the five Laws of Value Investing — the methodology we adhere to in valuing and selecting investments for our clients.
Please note our minimum portfolio for management is $1,000,000.