Portfolio Management and Administration

Guardian build and maintain investment portfolios genuinely tailored to the needs of the investor and the structure in which the investments are held.   Whether it be a superannuation portfolio, a family trust or a charitable fund, each portfolio is constructed to suit the needs, goals and risk preferences of the underlying investor.

Our natural bias is towards Australian assets such as equities, bonds and property, however we do also include international equities from the major global exchanges in our portfolios where suitable.

Having our own Australian Financial Services Licence (No. 238281) allows Guardian to select from an almost unlimited list of investments across the gamut without reference to an institutional owner or product provider. We can (and do) utilise a myriad of investments with client portfolios, including –

  • both direct and indirect
  • wholesale and retail
  • local and international
  • startup through to mature
  • from seed capital to takeover target
  • from senior secured debt down through to equity

In the main, we choose to restrict ourselves to a finite list of investments to ensure we can monitor their progress. However our ‘in house’ research capabilities open up the scope to add investments on merit, no matter the source.

Over the last 20 years,  our portfolio administration system has been developed in house to record and summarise all relevant data required to prepare the tax return for the administered portfolio. We have built our administration system from scratch and maintain it here in our office, so there is no asset it can’t accommodate. Our portfolio administration system provides effective reporting to link into our SMSF compliance and administration or can provide reporting for the external accountant/administrator of your portfolios where necessary.