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Individually Managed Accounts

Individually Managed Accounts are investment portfolios that are managed by investment managers through a custodian, where the underlying investments are beneficially held by the individual investor and not the investment manager.

In a way they are a cross between a stockbroker and a unit trust.

Advantages of this approach are:

  • Complete transparency of transactions and costs by the fund manager;
  • Selling of stocks before year-end to crystallise either capital gains or losses; and
  • Individual tailoring of an investment portfolio (eg an investor could ‘black list’ BHP if they required).

Separately Managed Accounts

Separately Managed Accounts (SMAs) are different to Individually Managed Accounts to the extent that they can be tailored.  Generally, tailoring of SMAs are at a systems level, while Individually Managed Accounts can be more specific.

Dalton Nicol Reid - Brisbane

While we believe Individually Managed Accounts are the model of the future, they are only as good as their investment managers.  This is why we recommend Dalton Nicol Reid.

Dalton Nicol Reid is Australia’s largest independently owned Managed Accounts operator.

Dalton Nicol Reid’s past performance has been outstanding; they are value investors and have a proven stock selection process and investment team.

Dalton Nicol Reid is a Brisbane based company who we believe bring two distinct advantages:

  • As we are also Brisbane based, we have personal contact with the Dalton Nicol Reid investment team.
  • In Brisbane, Dalton Nicol Reid is a bigger fish then if they were in Sydney or Melbourne.  This allows the Dalton Nicol Reid’s investment team to get the audience of non-Brisbane CEOs, CFOs and investor relations officers when they travel to Brisbane which they might not be able to do if they were based in Sydney or Melbourne.

Dalton Nicol Reid Investment Portfolios

In total Dalton Nicol Reid offer 6 investment options covering 4 asset classes.

For more details of Dalton Nicol Reid’s investment portfolios and past performance please visit their website at www.daltonnicolreid.com.au.

"Chris Humphrey Private Wealth Management has helped my family with professional financial advice on a number of occasions. Specifically, Chris recently helped me to make decisions regarding my salary packaging options. Chris and his team are always proactive and quick to respond to queries. Chris’ advice has always been relevant and informative, enabling us to make careful decisions about our financial situation and planned future. "

Kirsten Cowan