MANAGED PORTFOLIO SERVICE

Our premium service is suited to investors who seek the investing knowledge and active portfolio management from a qualified Investment Adviser, but want ultimate control over investment decisions.

HOW IT WORKS

Managed Portfolio Service pie graph

A tailored portfolio of investments will be designed for you by combining a wealth of knowledge from your Adviser, with our firm's research expertise, resources and capabilities, all specifically aligned to your investment objectives.

Your Investment Adviser will work with you to create a personalised investment strategy to suit you. Once you are comfortable with the proposed direction, we will develop an investment portfolio tailor-made for you and your needs. From that point on, your Adviser will monitor the portfolio, and provide regular progress reports and ongoing recommendations.

CONTACT AN ADVISER
We have been clients of Craigs for over 14 years. We needed a company with expertise, and access to in-depth market coverage. Craigs made it easy; the personalised service that is offered by our Adviser has worked well for us.
COLIN & MARY*, MANAGED PORTFOLIO SERVICE CLIENTS
Colin and Mary

IS IT RIGHT FOR YOU?

Our premium Managed Portfolio Service will suit you if you seek the investment knowledge and active portfolio management from a Craigs Investment Adviser but ultimately want to retain control over your investment decisions.

View more

CONTACT AN ADVISER

CAN THE GREENBACK MAKE A COMEBACK?

Going into 2017, just about everyone expected the US dollar to strengthen - what went wrong?

Read full article >