Portfolio management is the core of our business

Guardian builds and maintains investment portfolios tailored to the needs of the investor and the structure in which the investments are held. Whether it is a superannuation portfolio, a trust, a company or foundation, each portfolio is constructed to suit the needs, goals and risk preferences of the underlying investor.

Having our own Australian Financial Services Licence (No. 238281) allows Guardian to select investments without reference to institutional owners or product providers who are detached from the client.

We look to leverage our relationships across the market – from multiple equities brokers, bond originators/brokers, property developers and specialist funds managers to deliver access the suitable investments for client portfolios.

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.