Equitas Partners can effectively manage your investment portfolio
Access to detailed market information through one of the industry’s best research houses allows Equitas Partners to select investment portfolios that ensure their clients’ investments meet their risk profile and long term lifestyle goals.
The strong relationships with Australia’s best research houses supplies regular, detailed market information to the Equitas Partners team, effectively responding to changing market conditions for the benefit of their clients’ investments. Either through an active service using a Managed Discretionary Account (MDA) or via regular client discussions, Equitas Partners is able to manage its clients’ long-term investment strategy through direct share investments, managed funds, fixed interest investments, term deposits or cash deposits.
Most clients choose to enter into an MDA, authorising and entrusting Equitas Partners with the ongoing supervision of their investments to enhance both portfolio returns and the management of risk. Benefits include speed of response to market changes with investment decisions made within the boundaries defined by the client, without the trouble or time delay required to obtain “client go ahead” approval.
The access to accurate and intelligent information combined with an intelligent and resilient process creates a responsive investment management strategy, freeing up Equitas Partners’ clients to focus on other important aspects of their life.