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Advice & Portfolio Management
Personal. Professional. Performance.
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IRG prepares and manages individually tailored portfolios.
Unlike traditional managed funds, which pool investor contributions, we manage personal portfolios for each client. We believe that because no two clients are the same, neither are their investment goals.
IRG Portfolio Management is based on delivery of three key objectives. Our approach and service is personal. We are professional in our activities. And, our efforts translate into performance for you.
Portfolio sizes range from $50,000 to over $10 million - demonstrating our ability to cater for a wide variety of investment levels.
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David McEwen, Chief Investment Officer
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Portfolio development
Because our portfolios are individually tailored we first need to understand your personal financial situation, goals, risk tolerance and investment time frame. We gather this information from meeting (or speaking) with you and through completion of an investment profile and questionnaire (IPM Client Investment Profile) Acrobat pdf. Clicking on the link will open the Acrobat file in your browser window.
Information collected allows us to understand you better and is used to produce a customised portfolio in a comprehensive written report.
Ongoing management
We regularly monitor and trade shares in response to changes in market conditions or within individual companies. You have as much, or as little, involvement in this process as you wish. One of our highly trained analysts is available to discuss your portfolio at any time - plus, we provide you with quarterly reports and a full end-of-year review.
Set-up and security
Once you have approved the proposed portfolio, two accounts are established . One is a trading account with Equity Investment Advisors Limited, a subsidiary of IRG. This allows us to place buy or sell orders on your behalf (using Direct Broking as our 'back office' administrator). The other is a Investment account to which only you and Direct Broking has access. Money is withdrawn from the bank account to pay for share purchases and receipts from sales are credited to the account.
Performance
Obviously, the 'acid test' for any financial advisory service is its ability to translate words into positive action. At IRG we keep a close eye on our performance. We let you monitor our results too.
To see how our recommendations have benefited clients, simply click here to read about our performance.
Fee
IRG's management fees can be found in our Advisers and Brokers Disclosure Statement. Please click here to download it
Getting started
Once you've had a chance to learn more about our business and services from the website, please contact us directly on +64 9 358 3883 or by email. We can answer any questions you may have and explain in more detail how we can help you achieve your financial goals.
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