Investment Management

Considered investment should be reassuringly long-term in focus. Cameron Harrison has the depth of experience and expertise in asset allocation and investments which provides the necessary support for you to make your investment planning stress-free, targeting sound and sustainable long-term returns.

Our Investment Management specialists provide integrated strategic and technical advice across asset allocation strategies, single asset classes, investment selection, risk management, portfolio construction, administration, custody and operations.

Fast world, fast money, it’s a recipe for some. We prefer slow money, not no money. It’s a better route-map.

Key Activities

Portfolio Strategies, Design and Construction

Working with you we will agree your tailored portfolio solution which best incorporates your needs and requirements. Whether your portfolio strategy is a single asset class strategy, a bespoke asset allocation strategy or one of our multi-asset class strategies, it is a highly considered process.

Multi-Asset Allocation Strategies

A peace of mind wealth strategy requires achieving balance to deliver real growth in income and capital. Depending on your risk view, investment horizon and specific factors such as volatility, currency, inflation and specific funding requirements, we can provide either our core spectrum of asset allocations or our investment specialists can create a bespoke asset allocation.

Single-Asset Class Strategies – Australia and Global Equity Strategies

Our in-house research team applies our long-standing approach to investment selection, in turn delivering the best opportunities into our Australian and Global Equity portfolios. We are benchmark agnostic and advocates of the significant risk management benefits of equally weighting each investment. Each company investment is scrutinised against our rigorous 10-factors assessment, designed to yield superior risk-adjusted returns.

Single-Asset Class Strategies – Interest Bearing & Fixed Income Strategies

Our interest-bearing strategies invest in quality securities across government, semi-government and corporate issuers. Our expertise in analysis across debt arrangement, economics, corporate structure and performance allows us to operate across a broad spectrum of debt securities. This solution offers diversified exposure and a stable capital source of income.

Single-Asset Class Strategies – Property and Real Assets

To invest in real estate and other assets such as infrastructure allows you both protection from inflation and returns which compliment a generally low correlation with equity markets. Our property and real asset investments are carefully selected to produce strategies which deliver you stable real returns and cash flow.

Treasury Management

If selling your business or simply requiring the management of significant cash over a short to medium period (whilst you settle your longer-term plans), we operate and facilitate a treasury management function to optimally manage cash. This sees funds managed for optimal yield, strictly defined risk features and liquidity parameters.

Global Custody

Through our custodian, your assets are able to be securely held. This allows you to hold assets across financial assets, real estate, currencies and private investments. The benefit is a central holding of your wealth, which facilitates administration, reporting and compliance.

Administration and Reporting

Feel reassured about receiving timely and relevant information. Daily portfolio updates, monthly strategy and performance reporting give our clients confidence in their steering team. Carefully monitoring progress, your watchful partner-led trio team is a blend of experts with a unique collection of skills and experience.

Investment Risk Management

Managing risk is a 24/7 business, and our team are alert and watchful to the changing tides, overseeing the defined and specific parameters of our investment mandate with you. This reward is beyond a financial return, giving you time to focus on what’s important; life, family and work.

To be a good adviser you need to be a good listener. We’re all ears.