Investment portfolios are tailored to individual client needs and objectives. An essential part of establishing client needs is determining an appropriate level of risk. Risk levels will vary across conservative to aggressive levels, and some clients may require investment portfolios in specific sectors (e.g. Global Equity). Investment portfolios can comprise a mix of ASX listed securities, securities listed on international exchanges, investment securities, fixed interest, cash, property, managed funds, exchange traded funds and alternative assets. We have a number of experts in-house and external consultants that we use to select the assets for our approved product lists for client use.
For direct shares, the criteria for selection includes a broad range of factors, including:
For managed funds, the criteria for selection includes many factors, some of which are:
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.