Every Guardian Managed Discretionary Account is built around each individual client. The investment strategy, portfolio construction and investment parameters are tailored to your objectives, tax position, structures, cashflow requirements and preferences. No two portfolios are identical, and each is managed for that client's specific circumstances.
The MDA allows us to implement agreed investment decisions efficiently, without requiring approval for every transaction. The parameters for investing are set out in an investment program, agreed with you in writing, and reviewed with you at least once every 13 months.
Just as importantly, the level of involvement remains your choice. Some clients like to discuss significant decisions as they arise. Others are comfortable for us to manage within the agreed framework and keep them informed. Most prefer something in between. The relationship does not become less personal because an MDA is in place. If anything, it allows us to spend less time on administration and more time focused on the decisions that matter.
Guardian Associates has operated Managed Discretionary Accounts since December 2004.
An MDA will not be appropriate for every client. Whether it suits you is assessed through Guardian's advice process and our target market obligations. Please read the Target Market Determination and our Financial Services Guide before deciding.
Guardian Investments Pty Ltd ABN 18 608 506 261 is a Corporate Authorised Representative of Guardian Associates Pty Ltd AFSL 238281. The information on this page is general advice only. It has not been tailored to your objectives, financial situation or needs. Seek personal financial advice before acting on it.