Tailored Financial Planning
solutions that accumulate
and preserve wealth
Professionally managed and
structured investment
portfolios
A personalised
relationship with
your Financial
Adviser
Comprehensive
and transparent
portfolio reporting
Dedicated administrative
support

Simple, Transparent and Effective Investment Structure

As a client of Politis Investment Strategies you will have the opportunity to invest in the Politis Investment Strategies Managed Discretionary Accounts.

Our Managed Discretionary Accounts are structured portfolios of listed securities managed by the Investment Committee at Politis Investment Strategies.

The Investment Committee is responsible for decisions relating to the acquisition, divestment and the monitoring of investments held within the Managed Discretionary Accounts.

The following are the key benefits of our Managed Discretionary Accounts:

  • Your investments will be managed by highly experienced investment professionals on a discretionary basis in line with strict investment guidelines and parameters
  • Full discretion allows Politis Investment Strategies to manage your portfolio in a way which allows for effective and efficient actions to be taken in response to changes in market conditions
  • No time or expertise is required from you in the management of your investments
  • Your account will be invested in line with strict parameters consistent with your requirements based on your risk profile, personal situation, needs and objectives
  • Politis Investment Strategies does not act as trustee or custodian over your investments. You retain the legal and beneficial ownership of all investments in your account
  • Integrated account administration and investment management result in reduced cost
  • All investments in your account are listed on the Australian Securities Exchange providing complete transparency
  • No brokerage is received by Politis Investment Strategies when buying or selling investments. All transactions are executed with a view to either protecting your capital or maximising your returns
  • You are are immediately notified of any investment changes made to your account including commentary from the Investment Committee
  • You can monitor the value, performance and transaction history of your account through our comprehensive range of reports available through a secure login on our website. You will also receive hard copy reports on a quarterly and annual basis

The Politis Managed Discretionary Accounts allow you to invest in professionally managed portfolios on a fee for service basis without the use of commission based products.