We operate individually managed accounts with a focus on transparency and tailoring holdings to the needs and risk profile of each client. Your adviser acts as your personal portfolio manager allowing you to have direct access to your portfolio’s decision maker.
Strategic Asset Allocation
We build bespoke portfolios for our clients around investment profiles that account for their objectives and tolerance to risk. We take time to gain an understanding of your individual goals and then construct a portfolio providing diversity across a number of asset classes. Our portfolios aim to reflect your preferences, maximise your returns and minimise risk.
We are not tied solely to listed assets or managed funds and will invest where we feel it will most benefit you. To meet your objectives, your adviser can consider a range of investment options. These may include:
Where appropriate, our portfolios are focused on direct listed assets as we believe this allows us to personalise your portfolio and better manage tax implications.
Tax Conscious Investing
We make investment decisions with your tax position in mind. An example includes taking advantage of certain corporate actions such as share buy backs which are often ignored by other investors and institutions. Our belief is the focus should be on maximising your true wealth; that is, what ends up in your pocket.
Managed Discretionary Account Agreements
For those who are time poor or simply appreciate knowing that your investments are being professionally managed, Entrust offers discretionary accounts that allow your adviser to make investment decisions on your behalf within mutually agreed parameters. One of the benefits of using a discretionary service is that it allows your adviser to respond quickly to opportunities and market conditions.
You retain control by assisting in the setting of the investment program which identifies the nature and scope of our discretion. You will be kept fully informed of every transaction undertaken via a detailed quarterly report and online access. Your investment program is formally reviewed annually with your adviser.
For those who wish to have active input into investment decisions on their account, we also offer non-discretionary services. A non-discretionary service means that you must approve every investment made on your portfolio. Your Entrust adviser will provide you with investment recommendations in line with your nominated investment mandate, and you can also contact your adviser to provide instructions for your account.