Portfolio Manager
We do everything for you, but you retain control at all times.
Portfolio Manager allows traders and investors to establish an account in their own name or in the name of a chosen entity and have an experienced and dedicated team manage it for them, whilst still retaining full control over each transaction should they wish to do so.
Overview
Our overwhelming feedback is that this service has real appeal compared to whatĀ is available in the market today.
In essence, we do everything for you while you can choose the level of involvement you wish to have. Your account is visible to you in real time, and you can ask questions on strategy or stock-specific tactics or whatever you require to feel comfortable. We are required to gain your approval (via email or SMS) for each transaction, so you retain control over what is happening in your account.
It must also be noted that trading in the stock market involves risk of losing money. Investors and traders can take numerous steps to mitigate such risks with a clear plan, clear targets and entry & exit prices, and strong support from an experienced trader. Garry utilises multiple strategies to manage risk in your account.
How does it work?
- Your account is established with Interactive Brokers
- You join a subscription service run by Garry Davis. This provides general advice recommendations for you to consider. The rationale for each stock selection is provided in advance
- You sign off on each transaction via a simple exchange of emails or SMS. On most occasions 1 to 2 days of notice of a trade will be provided
- You may request transactions of your choice also
Your account
- Visible to you in real time at all times
- Reporting is highly detailed covering every aspect of each transaction
- $100,000 minimum for Australian and US shares
If you want to know more...
Garry Davis (AR No:317590) is an authorised representative of Primary Securities Ltd (AFSL No. 224107). The information presented is general information only. Any advice is general advice only. Neither your personal objectives, financial situation or needs have been taken into consideration.