Investment Management

“Operations for Profit should be based not on optimism but on arithmetic”. Benjamin Graham

Clients tell Carnbrea that it’s understanding of their particular circumstances and financial objectives, the clear way in which Carnbrea explains its investment advice, combined with a commitment to total transparency on fees, are significant reasons behind their decision to use the firm’s investment services.

Carnbrea holds its own Australian Financial Services Licence. Carnbrea’s Advisory Team are authorised to provide advice on Australian and international equities, specialist managed funds, property, fixed interest, cash, Self Managed Superannuation Funds [SMSF] and other investments. Our advice is supported by access to the latest investment research and our extensive network of industry contacts.

Portfolios can be run on either an advisory basis, with recommendations made at Investment Committee Meetings and other times as required, or on a fully discretionary basis for Sophisticated Wholesale Investors.

Quarterly or half-yearly meetings are held with each client. Client portfolios are reviewed in line with their ongoing investment objectives and the following agenda items covered together with other matters required by the client:

“If you are shopping for common stocks, choose them the way you would buy groceries, not the way you would buy perfume”. Benjamin Graham