Our services

My focus is on building portfolios that are designed to perform positively whether the market goes up, down or sideways through a strategy of absolute returns.

Paying close attention to proven asset allocation principles, I compose portfolios with Macquarie’s Integrated Managed Account (IMA) platform, mutual funds, Exchange Traded Funds (ETFs), hedge funds, and positions in promising equity securities for enhanced growth potential, plus a fixed income component for security. Getting the correct balance between these investment vehicles and asset classes is crucial to the ultimate success of any investment plan, so I spend a great deal of time on asset allocation and also share this insight with my clients.

Selecting the best professional portfolio managers to maximize the success and cost-effectiveness of your investments allows my focus to remain on overseeing the big picture and providing concierge level service. At all times, I follow a comprehensive, disciplined process, supported by the award-winning global and local research resources of Macquarie Private Wealth.

To assist investors who prefer to select their own equities, I am happy to guide them through the process of independent trading and provide support for the discipline needed to achieve success.

 

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.