PREMIUM ADVISORY SERVICES
A customised portfolio of investments will be designed for you, focused on your investment objectives. We combine a wealth of knowledge from our advisers, with our firm's research expertise, resources and capabilities.
HOW OUR PREMIUM SERVICES WORK
We offer two Premium Services: Discretionary Investment Management Service (DIMS) and Managed Portfolio Service (MPS). Both services offer a customised approach to your investment portfolio. Ultimately, it comes down to the level of ongoing involvement you would like. With both services, you will receive a tailored investment strategy that is customised to your investment objectives and your appetite for risk. This can be based on our best practice portfolio framework or managed to a specific mandate. With both services, your adviser will provide you with ongoing, tailored advice underpinned by our expert research team. You can be confident that the advice you receive or the decisions that are made are based on thorough analysis. These services are available to both existing and new clients who have $250,000 or more to invest.
DISCRETIONARY INVESTMENT MANAGEMENT SERVICE (DIMS)
Your adviser manages decisions based on agreed investment parameters.
DIMS means you can delegate investment decisions to your qualified adviser. Those decisions will be made based on the parameters you set together upfront.
MANAGED PORTFOLIO SERVICE (MPS)
Your decision is required before your adviser will act on any recommendations.
MPS enables you to have the final approval over investment decisions, whilst we look after the day-to-day administration. The control remains with you; we take care of all the necessary actions.
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 customised service that is offered by our Adviser has worked well for us.
COLIN & MARY*, MANAGED PORTFOLIO SERVICE CLIENTS
INTRODUCTION & DISCOVERY
Initial meeting to discuss your investment needs and outline our services. We will then establish your situation and objectives.
OPTION 1: DIMS REVIEW & ADVISE
Your adviser administers your portfolio for you, based on the agreed strategy. They make timely decisions as suitable opportunities arise.
ANALYSIS & RECOMMENDATIONS
We analyse and assess your financial objectives and risk profile. We then develop personalised recommendations and present these to you.
OPTION 2: MPS REVIEW & ADVISE
Your adviser manages your portfolio based on your objectives, but you must agree before any decisions can be made or recommendations can be acted upon.
Once you're happy with the strategy, we implement the portfolio, usually in instalments over a period of time.
You will receive regular reports from your adviser to keep you informed about your investment. These are prepared quarterly and annually.
KEY FEATURES OF DIMS & MPS