As a manager of Individually Managed Accounts (IMAs) for our High Net Worth and Not-For-Profit Clients we can, and do, accommodate the personal wishes of each and every client when we construct and manage their portfolios.
$1M has become from inception (September 1988) to 30 JUNE 2021
Our accommodations can include, among other things, personal taxation issues, ethical constraints, required cash reserves from time to time, income yield requirements etc. Performance outcomes are therefore, unique. We call this optimising outcomes at the client level.
The performance shown is for a suite of clients where all the clients have been with us for more than 25 years and where they have given us full discretion to achieve desired outcomes.
Whilst we always comply with our clients’ needs and requests, we are a discretionary Funds Manager. However, our long term performance data proves that clients who give us full discretion achieve the best after tax returns.