Executive summary
It is a service that was designed to manage the investment monies of serious investors.

• It is the most flexible way to manage funds and encompasses the widest possible range of investment options.
• All administration & compliance is done by professionals that are dedicated to the provision of the service.
• The investor is involved with the portfolio construction and ongoing management.
• All documents and transactions are signed off by the investor.
• The portfolio service administration is undertaken 'in house' and without the use of inefficient WRAP services.
• A regular review process enable investors to keep in touch with their investment portfolio.

Meeting Unique Client Needs
Over many years of looking after client accounting and investment needs, it became obvious that clients have unique requirements and would like professionals to help them. Most 'client offerings ' are generally limited and therefore inflexible - Read on...

Meeting Client Needs
Its true that many people are capable of looking after investment portfolios and all the associated paperwork including record keeping for tax purposes. But more often than not their professional life does not afford them the required hours to manage this time consuming activity. So it would be true to say that many people want to be serious investors but would prefer their affairs to be managed by capable professionals. It was on the back of this need and also drawn on real life office experiences, that the Complete Portfolio Management Service (CPMS) was developed.

The first improvement was to develop a Portfolio Management System that wasn't restricted to a limited group of investments. Developing a reporting service that could accurately account for all investment dollars including direct share portfolios was not really around when we started this process back in 1999. It also had to be a service that could be adopted by Trustees of Self Managed Superannuation Funds (SMSF).

The CPMS also manages the internal affairs of SMSF's to the great relief of trustees. By accepting a wider range of investment choices, and having greater access to high quality managed funds and direct share portfolios, portfolio quality is signifigantly improved. The CPMS only includes investments recommended by Australia's best research houses. Some investment opportunities are open for only a month or two and can be easily included in the Portfolio Service. All in all, investors enjoy the assurances that they are invested well, recieve quality reports, and have access to professionals that assist them with their compliance needs.

Disclaimer
The content of this article is provided by way of general comment only, and should not be relied upon as a substitute for personal advice given by a professional advisor which will take into account your persoanl circumstances. Rodney Fox is an Authorised Representative of the Salisbury Group Pty Ltd, Australian Financial Services Licence: 225379.