Individually Managed Accounts
Are you thinking about starting up or expanding your investment portfolio?
We tailor our Individually Managed Account Service for clients who:
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do not have the time or expertise to manage their own investments
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would prefer to utilise the expertise of professionals to customise their investments
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have cash or an existing portfolio to invest
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would like timely and transparent reporting on their investments
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want a professional to manage their investments
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are seeking strong returns that outperform the market average
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have a minimun of $250 000 to invest
Successful investment management requires constant supervision, accurate up-to-date information and the ability to change your portfolio and implement new investment strategies quickly.
When you invest in an Individual Managed Account with RBS Morgans Parramatta, each portfolio is individually customised based on the investment strategy you select to take advantage of opportunities at the time you invest. We also actively manage the risk associated with your investments to minimise the erosion of any profits or capital during sideways and downward movements in the share market using ASX derivatives.
Would you prefer your investments to be timed into and out of the market, eliminating the non performing periods of the market?
Our strategy is based on the philosophy which combines ‘timing the market' with ‘time in the market' to seek to maximise the return on your investments. In selecting your investments when buying and selling, we focus on securities within the ASX 300 which our research and investment team believe can deliver strong returns over the medium to long term.
If you want to experience what it's like to partner with an investment advisory firm that treats you as an individual whilst making your money work hard for you, then we look forward to the opportunity of discussing how we can use our experience to support you to achieve your financial goals in the share market.
We invite you to talk to us today about setting up an Individually Managed Account to help achieve your financial goals.
Read more about how IMA works
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