Portfolio Services
We offer two types of Portfolio Service that enable you to choose how you manage your money, yet benefit from direct investments without all of the administrative burden.
The two ways in which you can manage your investments via our service are:
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You select from a range of Altair’s suggested managed portfolios, customising the portfolio where necessary to suit your needs and objectives as required, and we conduct discretionary trading on your behalf. Read more
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Design and manage your own individual portfolio, where you decide which shares to trade. You give the broker instructions to trade, and we have no discretion to trade on your behalf.
INDIVIDUAL PORTFOLIOS, MANAGED BY ALTAIR
(open to all investors, with initial investment of $300,000)
INDIVIDUAL PORTFOLIOS, WHERE YOU MAKE ALL TRADING DECISIONS*
Discretion
You choose from the range of suggested portfolios we manage, tailoring the portfolio to suit your needs, and we conduct discretionary trading on your behalf.
You design and manage your own portfolio, giving the broker trading instructions, and we have no discretion to trade on your behalf.
Ownership of assets
Assets held in client’s name. There may be tax advantages to the client of this type of approach.
Assets held in client’s name. There may be tax advantages to the client of this type of approach.
Timeliness
Faster reaction times given discretionary nature.
Slower reaction times as client consent required.
Client/Adviser contact
Less client/ adviser contact.
High client/ adviser contact. Continual refinement of client portfolio (as product is not discretionary).
* Altair in conjunction with Quay Equities Pty Ltd (ACN 160 337 397, Representative Number 434084), an authorised representative of Altair, provides an individual portfolio service where you are responsible for making all decisions to trade in your portfolio. With this type of portfolio we do not provide personal advice, we just provide administration services.
Altair provides you the following services as part of the Portfolio Service: tax record keeping, actioning all mail items, corporate actions, maintaining all records and transaction reporting.
For more information on our Portfolio Services, please contact us on 02 9299 5499 or 1300 438 318