Contact
Prospective Clients
Unlike other financial services firms, we select who becomes our clients.
The client must agree/adhere (via a Letter of Engagement) to a disciplined dynamic evolving asset management and securities trading philosophy/system proven successful during market turbulence, which is most of the time. We are not interested in clients who do their own thing and lose money.
All prospective clients are first interviewed and risk profiled to tailor a model portfolio to their needs.
Melbourne Office
Level 27/101 Collins Street,
Melbourne, Victoria,
Australia 3000
Phone
+61 3 8680 2539