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.
DNR Capital - 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 DNR Capital.
DNR Capital is one of Australia’s largest independently owned Managed Accounts operator.
DNR Capital’s past performance has been outstanding; they are value investors and have a proven stock selection process and investment team.
DNR Capital is a Brisbane based company who we believe bring two distinct advantages:
- As we are also Brisbane based, we have personal contact with the DNR Capital investment team.
- In Brisbane, DNR Capital is a bigger fish then if they were in Sydney or Melbourne. This allows the DNR Capital’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.
DNR Capital Investment Portfolios
In total DNR Capital offer 6 investment options covering 4 asset classes.
For more details of DNR Capital’s investment portfolios and past performance please visit their website at www.dnrcapital.com.au.
Chris Humphrey Private Wealth Management is conveniently located on the outskirts of Brisbane's CBD.
"Chris and his team at CH Wealth Management have been excellent to deal with for financial planning, estate planning and insurance. I know Chris will look after me and recommend the best direction for our business and for me personally. "
Stu Richardson - Telstra Store Toowong Licensee