Why should you have your portfolio professionally managed by us?

• Specialists — We are Australian stock market investment specialists. We have spent decades studying, analysing and valuing Australian companies and have our finger right on the pulse. We are totally focused; this is all we do. We are obsessed about it.

• Independent — We provide absolutely independent, unbiased, commission and conflict free advice. We do not accept brokerages and commissions, or deal in our own proprietary products, underwritings or initial public offerings. Our clients are therefore assured that there is no conflict of interest and our advice is at all times in their best interest, and not simply generating a fee or commission for us.

• Boutique — We provide a proudly boutique service for high net worth investors. Having your money managed by us is like flying first class. You are special and important to us and never treated as 'one of the crowd'. Our dedicated professional staff has been with us for years. You are assured of continuity of service from people you know and who know you.

• Efficient — We understand investors want optimum returns from their capital. This really only comes from doing a massive amount of research and study over years, and most people have jobs and other things to do. We provide a professional and proven solution to this complex and time-consuming process that ensures your capital is wisely and safely invested.

• Entrée — We provide an entrée to Australia, one of the world's strongest and most dynamic economies. With vast mineral wealth, Australia is a leading exporter of iron ore, coal, gold and natural gas. Australia enjoys strong government finances, one of the world's fastest growing populations, a stable vigorous democracy and the rule of law.

• Security — We provide absolute security. At all times, your funds will remain separate and distinct from our other clients’ accounts. We do not pool funds. Your investments will be registered directly in your name. Investment income will be banked in a bank account in your name over which you have sole signing authority.