Principal & Prosper
Our goal is to tailor your specific needs to a portfolio approach that offers you flexibility and will enable us to immediately deliver the most practical and cost effective structure for your investment.
Welcome to our Tailor made: Discretionary Investment Management Service
This service is suited to clients who require tailor made investment management to match their risk profile. It allows us to manage and implement, on a day to day basis, the investment decisions required to ensure that your portfolio meets your requirements at all times.
Our aim is to deliver better investment outcomes with minimised risk through a suite of portfolios that are specifically designed to match the risk profiles of our clients.
" I have compared my experience with a number of my friends and colleagues. I can honestly say that none of them, and I really mean none, have had anything like as positive an experience.”
Graham Montgomery (client)