Investment Portfolio Management with ATB
At ATB, our investment portfolio management services are tailor-made and designed to be flexible to meet your needs. We’ll work with you to develop a plan that puts you in overall control of your financial future — freeing you up to focus on what matters to you. Our approach keeps you in the loop at all times so you can assess the growth of your wealth at any time, and we can adjust it together if we need to.
Speak to our investment analysis and portfolio management team today and be prepared for a wealthier future.
Stage 2: Building Your Portfolio
Investment analysis and portfolio management don’t only rely on our suggestions and direction, it also requires your input. Firstly we will look at what asset classes you want your portfolio to cover. Generally, these will fall into the categories of real assets, such as property and commodities, equities, and fixed income securities. We can also identify whether you prefer to invest in Australia only, or internationally.
Following the asset selection process, we then decide which classes to choose from. For diversity, we could opt for an equity component, such as stocks, a fixed income component, such as bonds, and property investment for real assets. Once these decisions are finalised, we can begin to execute and grow your portfolio.
We will put together a strategy that works for you and a solid plan to keep it on track.
Stage 3: Ongoing Investment Analysis and Portfolio Management
At ATB Wealth Strategies, we understand the main reason for investing is to grow your wealth and make money. To this end, your portfolio will be under constant review to make sure the assets you have chosen are performing as expected. We will provide you with regular reports and performance evaluations, and together we can agree on any necessary adjustments.