Our Investment Point of Difference
In a world prone to rapid changes Marshall Michael Wealth Management believes managing your investment portfolio requires constant attention. As opposed to the typical ‘set and forget’ asset allocation strategies – where advisers will spread your investments across different types of assets in a more or less unchanging proportion – we adopt a more active approach.
While we promote the core investment strategy of diversification by investing across the four main asset classes – cash, interest-bearing deposits (e.g. bonds), property and shares – Marshall Michael Wealth Management will change the proportion invested in each asset class if the underlying fundamentals suggest those assets will either over- or under-perform their long-term average returns in the immediate future.
Using a combination of expert economic analysis, statistical data and sophisticated software, Marshall Michael Wealth Management monitors the performance trends of the asset classes on a daily basis. This method, commonly referred to as tactical asset allocation, enables us to take advantage of market trends while maintaining fully-diversified portfolios for our clients. We create a mix of assets for each client specifically tailored to their individual goals and tolerance for risk.
At Marshall Michael we work with our investment partners to bring you the best investment advice. These partners include the Australian Investment Association (AIA), Discovery, Vitality, TAL and Shaw Stockbroking.
The Marshall Michael Wealth Management investment system is designed to give you:
- Confidence – your portfolio is diversified and in good hands
- Assurance – your investments are constantly monitored
- Reduced Risk – we protect your money in a downturn through risk assessment analysis
- Enhanced Profits – we inform you of significant upturns that offer buying opportunities and return on investment