Both Stacy Barnes and SuperInsight Pty Ltd ATF Barnes FT T/A NextGen Advisory are Authorised Representatives of AVALONfs Pty Ltd AFSL 437518

Investment Philosophy 

 

We offer a fixed fee Portfolio Management Service, individually tailored to the SMSF Trustees investment strategy, goals, stage of life and risk profile. We adopt a lower trade, longer term time horizon philosophy, encompassing only quality securities. We therefore rely heavily on our portfolio construction methodology:

 

Portfolio Construction points:

  • Adoption of a multi-layered fundamental investment approach, which combines a top-down (paying attention to the 'big picture') and bottom-up (examining the fundamental performance of a stock individually contrary to sector as a whole) analysis of the underlying securities.

  • quantitative and qualitative measures considered.

  • ASX200 stocks only, no speculative inclusions to manage portfolios integrity over the long term. 

  • All stocks covered by professional research.

  • Weightings managed to assist with diversification risk and overweight sector issues.

  • All Portfolios are designed to offer long term fundamentally sound securities recommendations, for a period of 5 years or longer. Designed to cope with market turbulence. 

  • We use a professional, well established Stock Broking team to execute trades, provide analyst quality research and access IPO and other market opportunities on your behalf.

**In order to stay true to our philosophy we do have minimum portfolio entry requirements, please make contact to discuss further.

Investment Vehicle Structuring

Prior to implementing any portfolios we assist you (or in partnership with your Tax adviser) on the adoption of the correct investment vehicle. Changing vehicles  down the track could trigger unwanted tax issues, getting it right from the get-go could save you time and money, best to consider;

  • Your stage of life & family situation

  • Taxation position

  • Estate planning and transfer of wealth & succession requirements

  • Asset protection needs

  • costs benefit analysis