Overview
A ‘premier’ financial service provided to the larger investor, this takes away the headache of managing your own portfolio and private superannuation funds. This ultimate in investment services provides professional funds management at a level previously only enjoyed by institutions. Baker Young’s highly experienced funds management team combines proven investment and risk management skills with marketing information and research compiled by expert analysts.
Baker Young’s managed clients have all their investments purchased and held in their name. Baker Young’s managed clients are regularly informed on the performance of their portfolio through several comprehensive and individual reports. These include:
- Monthly investment portfolio valuation reports, listing all investments
- Quarterly transaction and valuation reports
- Quarterly income and expenditure reports
- Annual capital gains and dividend schedule