Portfolio Management Services (PMS)
Introducing a professionally managed investment concept, providing the assurance and accountability that comes with expert personal portfolio management.
PMS is an investment service which offers:
- Direct ownership of shares, giving you control over capital gains tax and all the benefits of franking credits, share purchase plans and entitlements.
- Comprehensive performance and tax reporting.
Many people find the Stockmarket confusing, frustrating and time consuming. We have many clients tell us they are simply too busy to attend to the daily running of their portfolio. They know their
investments require constant attention and they
choose to have professionals actively manage their
portfolio on their behalf.
Baker Young’s Portfolio Management Services provides the assurance and accountability that comes with the expert personal portfolio management. It also provides clients with time to enjoy the financial benefits of a well-managed share portfolio.
We believe the keys to successful investing are quality research and strategic diversification. We use structured approach to select the best performing shares in a variety of sectors.
No two clients are alike and although the goal is always to achieve a good return in their share portfolio, different attitudes to investment risks and different financial profile will mean that individual strategies will be adopted for each client.
Your portfolio will be constantly and actively managed. As soon as shares are traded your adviser will notify you in writing of the action that have been taken and, importantly, why those decisions has been made.