In 1999 there was a gap in the advice market. People who wanted to buy Australian shares had two options.
One was expensive.
The other offered little advice. Advisers earned sales commissions and the shares were owned by the fund. Not the client.
Politis Investment Strategies changed all that.
Clients received detailed and in-depth financial advice. The investors owned the shares directly and the fees for the service were well-priced.
The business grew rapidly, based on word-of-mouth recommendations from clients who were delighted with the advice, the exemplary service, and the returns they enjoyed.
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The Global Financial Crisis forced a need for a faster response to market upheavals.
So, we created a new investment service using Managed Discretionary Accounts. It allows the investment manager to act on market opportunities or risks immediately.
We extended our advisory services to accountants, who could become Authorised Representatives and offer personal financial advice to their clients. It has proven popular.
Today we are a boutique licensee ranking in the top 50 in the country.
Based in Newcastle, NSW, we are powered by our ethos of putting the best interests of clients at the heart of all we do.
A licensee that delivers quality advice, attractive risk-adjusted returns, and first-rate service.