Portfolio Management

Managed Portfolios

• Individual portfolios, custodial service supplied.
• Web-based reporting - monthly - on client's own web page.
• Can commence by transferring existing holdings.
• Email/personal communication with Dr Gareth Morgan & his team of senior investment analysts.
• Portfolio tailored to individual client risk/return objectives.
• Tactical asset allocation, active management using input from Infometrics team of economists and analysts.
• End of year tax details provided
• More reports than you can shake a stick at! These include though simplified summaries of the vitals.
• Scrip held in Nominee Company allowing substantial savings on brokerage and access to wholesale or funds with “minimums”.
• “Morgan’s Monthly Missive” focused on educating you regarding our strategy decisions, market conditions and where your portfolio fits in.

We can only manage portfolios above NZD50,000.

Private Managed Accounts

Portfolio Size - above NZD500,000.

The larger the portfolio, the greater the flexibility that can be exercised in its management. While these portfolios are managed in the same manner as the above, the greater portfolio size justifies our team spending more time evaluating and implementing investment and strategy options.

Private Managed Accounts have all of the above features plus;

• Prior notice of our investment intentions and hence ability for the client to interact/influence/veto our monthly portfolio management decisions (there is a 48-hour window)
• Ability for the client to specify securities wanted within the portfolio in specific amounts (normally this is possible only within limits)
• A once-per-year review and update of the client's investment mandate, initiated by the investment team.
• Greater access to the time of the investment strategy team.
• Limited client base to ensure individualised/personal care.
• Proportionately lower fees.

To discuss your needs email one of our client advisors at invest@garethmorgan.com.

We are required to disclose certain information to people seeking our advice. You can view our advisors' disclosure statements here.