Managed Investment Portfolio Service
Cameron Harrison Partners’ have been expertly managing investment strategies for clients for over 40 years, making them uniquely positioned to guide your portfolio strategy.
Through a Managed Investment Portfolio, your dedicated Partner-led team and Investment Specialists will actively manage and oversee your tailored strategy, ensuring your strategy aligns with your specific goals. Through all market cycles, our Investment Specialists will continuously monitor and navigate the economic and financial market cycle on your behalf, delivering peace of mind.
Stay informed with real-time access to your portfolio through our 24/7 reporting platform and ongoing investment updates and meetings. This ensures you’re always connected to your portfolio and strategy.
Your Bespoke Strategy
We will take the time to understand you, what you are trying to achieve, your goals and your aspirations. There is never a size-fits-all approach. Our goal is to have the clearest understanding of your unique circumstances, priorities and financial position which then allows us to recommend the most appropriate investment strategy for you. Once you are happy with our proposed Investment Strategy, we will then create your detailed Investment Policy & Strategy Plan, complete with specific investment recommendations tailored to your objectives. Your Investment Strategy is entirely bespoke and specifically designed for your goals.
Your bespoke Investment Strategy will be implemented and managed by your Partner-led team, supported by our expert Investment Specialists. With continuous, real-time management, we ensure your portfolio strategy adapts to changing market and economic environments, giving you confidence and peace of mind at every step along your wealth journey.
The Benefits
What is the Managed Investment Portfolio Service?
Your dedicated Partner-led team will oversee the implementation and ongoing management of your Investment Strategy in collaboration with our Investment Specialists. We will meet with you regularly – at least twice a year – to provide updates and report on the progress of your strategy.
We will establish your own dedicated account(s) for you through our external custodian, ensuring all your investments are held securely through an independent, regulated custodian.
On your behalf, we will implement your Investment Policy & Plan, with all transactions seamlessly managed by our Investment Specialists. As part of our Managed Investment service, we will automatically implement the strategy and execute agreed adjustments – this gives you the security that as circumstances alter or change, your portfolio is being constantly being proactively managed and adjusted.
Our dedicated Investment Specialists have over 40 years’ experience in managing strategies across equities, property, fixed income and alternative assets. They continuously research, analyse and evaluate the best course of action for your strategy and your wealth. This continuous investment management process ensures your investments are managed in real-time for your best interests.
Your Investment Strategy is always tailored specifically to you, but can be adjusted as needed at your direction. Flexibility in managing capital is a valuable element to our process and the strategy. Your circumstances and risk preferences can change, but so too can the macro economy and markets. Any changes are capable of being immediately implemented.
You directly own all assets via one of the largest independent regulated custodians – Netwealth.
You will have 24/7 access to your portfolio, allowing you to view your investments, performance, and all transactions at any time. Detailed strategy reports outlining strategy movements will be provided on a quarterly basis, keeping you informed and up to date. We will meet with you regularly and evaluate strategy, performance and the broader economic environment to make sure the strategy is aligned to your goals. You will have complete visibility and accountability of how your portfolio is achieving your goals.
In addition to managing your investments, your Partner-led team can assist with wide range of advisory services to support your broader financial needs. These include wealth solutions such as superannuation, taxation, insurance strategy, estate planning, and specialist advice in business planning, succession, asset protection, financing and structuring. With over 40 years’ experience in advising families and business owners, we bring extensive expertise to support your wealth journey.
Our Wealth Management Process
With your dedicated Partner-led Wealth Management team, we will help you consider and define your goals, and then craft your tailored Investment Strategy to achieve them. This combines with our Specialists Investment experts who oversee and manage your bespoke Investment Strategy. Our integrated approach, combining wealth strategy advice with our investment expertise, ensures your portfolio is always aligned with your wealth goals.
Our process
Initial consultation without obligation
Consider your circumstances and goals
Craft your investment strategy
Construct your portfolio
Continuous management and oversight of your portfolio strategy
Regular review, communication and transparent 24/7 reporting
How Our Investment Strategies Help You?
With our over 40 years’ experience in delivering managed investment strategies to private clients, we bring deep financial market and economic expertise, supported by exemplary systems, controls, risk management and a demonstrable track record.
With your Partner advisor, we will work closely with you to craft the Investment Strategy that best meets your specific goals. Our spectrum of investment strategies covers asset allocation strategies to meet all risk profiles, and individual asset classes (Australia + Global Equities, Real Assets/Property, Fixed Income, Currency). Our Investment Specialists actively manage these strategies to the changing environment, ensuring you get immediate, direct adjustment. It is real-time management that ensures your portfolio is dynamically adjusted for risks and opportunities when they arise.
Organise a meeting
To start your wealth journey with Cameron Harrison, we invite you to contact us to organise an obligation-free meeting.
It is important to understand that the value of investments can go up or down. We do not guarantee the value of investments.
Prior to any engagement, we will provide you full details and information in your Investment Policy & Plan document, including terms and conditions. You should review this information thoroughly and consult independent tax, accounting or legal advice if you have any queries.