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
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.
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.