Advice
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. |
EQUITY Classic
Investors comfortable with managing most aspects of their investment portfolio themselves including administration but who nevertheless require information and advice on investment products should use this service. It includes research and opinions about investment specific risk and return. These clients can receive an annual portfolio statement and market information upon request. They are eligible to receive the Investor Weekly email report. A complimentary New Zealand Investor magazine subscription may also be available.
EQUITY Portfolio Design
Investors requiring a comprehensive investment portfolio designed specifically to meet their overall return and risk preferences should use this service. This includes asset allocation based on researched and accepted portfolio design principles and investment selection based on thorough research and evaluation by EQUITY and external researchers.
Once the plan is established, clients are responsible for all of the administration aspects of their portfolio including dividend / distribution notices, corporate activity, product changes and other paperwork and reconciling income for tax purposes.
The service includes an annual consultation with you adviser, written asset allocation and investment review and recommendations. Clients electing this service are eligible to receive the Investor Weekly email report and a complimentary New Zealand Investor magazine subscription while using these services and provided all their portfolio business is conducted through EQUITY.
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 3040145 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.