The Boag Financial Discretionary Portfolio Management service provides investors with the comfort of a professionally managed investment portfolio whilst retaining all the benefits and transparency of direct ownership. Unlike an investment in a managed fund or trust, all assets will be held in your name, providing maximum clarity and access.
Our team brings decades of investment experience to the portfolio management process. We assiduously study the assets within our universe by conducting internal research and utilising best-in class external research. We then apply a rigorous and systematic approach to selecting the assets to include in our model portfolios. Where we work in collaboration with external investment managers we conduct an exhaustive due diligence process to ensure that they share our investment philosophy and our approach to risk.