Our Investment Philosophy
At Implemented Portfolios we understand how difficult it is to implement asset allocation and investment decisions within the rigid compliance framework of most Australian financial advice businesses.
We provide you the choice of worlds best dynamic asset allocation solutions or alternatively, low cost strategic asset allocation services.
Secondly, we provide you with the choice of active and passive investment managers delivering low cost model portfolios within the infrastructure of the IMA.
In comparison to the industry approach of ‘It’s our way or the highway’, you can design the client journey that best suits their financial goals.
Why managed portfolios & not managed funds?
You are treated individually at every level – tax, implementation, remodeling and we can manage any preferences you wish to make. This is your service not a product! Take a look at just some benefits of IMAs over managed funds, watch our video below or contact us to talk more.
Benefits of Implemented Portfolios IMAs
Individual Tax Optimisation
Control over where your money is invested delivers control over the:
- income you receive;
- taxation components of the income you receive;
- capital gains you receive.
Transparency & Liquidity
Clarity around investments and regular communications regarding portfolio management decisions promotes understanding of market movements and results in peace of mind.
Our use of ETFs means there is no fund to close or suspend. If you need to close your account with us you can move your holdings elsewhere and retain beneficial ownership. If you need to liquidate investments it is a simple case of accessing prevailing market prices to close out open positions.
Portfolio Flexibility
The flexibility to accommodate your individual investment requests within the professionally managed investment program ensures your portfolio remains relevant to your individual investment objectives.
Responsive & Accessible
A managed account eliminates the administrative burden typically associated with making proactive investment decisions, and you have access to view your portfolio online at all times.
Professional Money Management
Your portfolio is actively managed by a team of experienced and independent investment professionals who determine the appropriate asset allocation for each of the investment programs.
Interested in taking your investments to a new level?
You can always call us on (02) 9164 9800 if you have any questions
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