Portfolio Management

 

 

Creating Wealth while Managing Risk

Austock believes portfolio management needs a stringent set of defined parameters to achieve desired investment results.  While concentrating on the 2nd rule of investing, making money, these parameters allow investors to achieve the 1st rule, protecting capital.

 

Some investors believe that simply buying a diversified blue chip portfolio is the path to investment success.  History has taught us that this is wrong.  Our philosophy is built on actively risk managing investments in a portfolio of well managed businesses with identifiable value drivers through the economic cycle.

 

Managing Market Exposure

Austock’s experienced Portfolio Management

team have been advising clients not only on

which stocks to buy and sell but importantly

when to increase or reduce equity market exposure.  This is a real driver in creating and preserving wealth above equity market returns.

 

A chart summary of the Austock Private Portfolio recommendations. Enlarge view

 

Portfolio Management Solution to Suit You

At Austock we are mindful that you have earned both your money and the right to see where it is invested.  With Austock you will see exactly where our Portfolio Managers have your money invested on a daily basis.

 

Austock’s Portfolio Management team can provide you personal advice due to our confident nature of having tested our services time and time again.  We offer:

 

  • Direct Portfolio Management - work directly with the advice of the Austock Portfolio Management team to structure and manage your individual portfolios

 

  • Austock Managed Accounts - our managed accounts allow you to see exactly where your money is invested across a range of managed Model Portfolios

 

  • Managed Discretionary Account - allows you to have access to professional portfolio management while holding assets in your own name

 

For further detail on the Austock Portfolio Management solutions click here.