Managed Discretionary Accounts

Why managed Discretionary accounts?

Our Managed Account solutions significantly reduce the administration and compliance burden of managing a client’s investments. By utlising managed accounts, Advisers no longer have to produce advice for the ongoing management of portfolios, communicate changes or corporate actions to clients and chase them for their consent.

Our suite of Accounts:

Benefits of Managed Discretionary Accounts.

1. Transparency

With managed accounts, clients get direct access to the underlying assets.

2. Cost Efficiency

The Investment Managed Account Service has been specifically set up to be cost effective and favourable over the major platforms.

3. Tax Effectiveness

Managed accounts don’t generally expose investors to the same level of inherent tax consequences as traditional pooled, multi-asset investments. This is particularly so when a managed account includes direct listed securities, where the tax position of these investments is segregated from those of other investors.

4. Expert Solutions

An investment committee actively manage the asset allocation within each portfolio, adjusting the portfolios in response to changing markets or when a new opportunity is identified, to achieve risk adjusted returns and reduce correlation risk in portfolios.

5. Time Effective

Managed accounts take a lot of the admin and compliance work out of managing your clients’ portfolios. SOAs & ROAs become a compliance burden of the past. With the portfolio manager now responsible for making the investment decisions, and with rebalancing taken care of, you gain more time to engage and add value to your clients and build your practice.

6. Comprehensive Building Blocks

Choose the exact building blocks that make up your client’s portfolio – spanning Australian and International equities, Listed/Unlisted Property, Infrastructure, Strategic Fixed Interest and Alternatives.

It’s not just about total return. It’s about how much risk has been taken to achieve the return on your investment. Harbourside Investment Management creates portfolios that give you strong risk adjusted returns by investing in a range of different asset classes (Asset Allocation) allowing investors to achieve their long-term investment goals while significantly reducing the risk of being invested in a single asset class.

In simple terms, the future is unknown so don’t put all your eggs in one basket.

Investment Profiles

Quarterly MDA Reporting

find out more
TODAY.

Speak to Harbourside Investment Management today to tailor a managed account solution for your firm and clients.