INVESTMENT
INVESTMENT
MANAGEMENT
INVESTMENT
MANAGEMENT
FEW CAN DO FOR YOU WHAT WE DO
First Samuel’s experienced investment managers will customise an individually managed portfolio that is directly invested and meets your unique financial circumstances, objectives and needs.
Whether via SMSF, individual, company, and/or trust ownership, your portfolio will be constructed and managed with consideration of your values and investment preferences.
First Samuel is one of only a handful of companies that create truly bespoke investment portfolios.
The investment world generally puts investors in one of four buckets: High Growth, Growth, Balanced or Conservative. However, because our portfolios are both individually managed and directly invested (i.e. minimising the use of managed funds), we can tailor these to meet your individual needs or design a totally unique strategy for you.
Examples we have created include:
Long portfolio: invests 100% in an Alternative Securities sub-portfolio with a planned holding period of 10+ years
Conservative shares: invests only in a large cap Australian Shares sub-portfolio
European: invests only in a European ETFs’ sub-portfolio
What does this mean for you?
Unlike many mass-produced alternatives, you can:
- Invest non-superannuation assets
- Own an asset mix designed to suit you
- Have a dedicated Private Client Adviser
- Invest without the problem of ‘market impact’
- Have your capital gains actively tax managed
- Receive your correct allocation of franking credits
- Avoid the capital gains tax positions of previous investors
- Invest in exciting start-up and venture capital companies
where appropriate - Know your investments are being managed for the long-term
The result is your peace of mind, knowing that experts are managing your investments for your needs.
If you’d like to know more about our investment management services, Please contact us.