Portfolio Monitoring Service
Portfolio Managers is committed to providing the highest level of ongoing care to its clients by providing them with access to its comprehensive portfolio administration and monitoring service, Portfolio Monitoring Service (“PMS”). PMS is a comprehensive portfolio administration and monitoring service that is particularly suited to:
- trustees of self managed superannuation funds
- investors with substantial investment portfolios
The benefits of using our Portfolio Monitoring Service include:
- Investment Administration
- Regular Quarterly Reports
- Ongoing Monitoring and Investment Advice
- Formal Half-yearly Reviews
- Flexibility
- Diversification
- Access to Wholesale Funds
- Reduced Accounting Fees
- Confidentiality
- Competitive Fees
Our aim is to help our clients manage their investments in a co-ordinated, efficient manner - to have access to knowledge and information as required, and therefore the ability to make informed decisions
Contact us for more information.
