Wealth Management
Rather than blindly tracking a benchmark index, we aim to add value by outperforming the major benchmark indexes over the medium term. Our approach is fundamental, and long term focused. We care little for short-term gyrations in market sentiment, instead focusing on identifying and investing in outstanding businesses that have the greatest likelihood of significant growth over the longer term. And, we ensure that we do all this with minimal risk; appreciating the enormous trust that our clients place in us to help them best protect and grow their wealth.
All our client portfolios are managed on an individual basis rather than a managed fund structure, ensuring complete transparency and allowing us to optimise our strategies for each client’s unique tax position. And, we provide all our clients with comprehensive performance and taxation reporting, greatly easing the cost and administrative burden of managing a portfolio.
Bellmont’s Buy-Write PortfolioDiversified blue chip portfolio
Lower volatility of returns than benchmark Performance 17.1% (2011 Financial Year) .
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Bellmont’s Premium PortfolioValue based investment philosophy
Expert Advice tailored to personal circumstances Transparent, competitive fee structure |
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