Investment
Fordham Investment Management offer a range of services which:
- Are unique in philosophy, independence and performance.
- Can be integrated into the overall business and family wealth accumulation, protection and succession strategies of the Business Services Teams.
Independent Research and Advice
The Wealth Solutions research teams are an intrinsic part of our advisory services. It is their role to review and evaluate investments both within Australia and overseas. Their coverage extends to positions on domestic equities, managed investment funds, listed property, direct property, interest bearing securities and cash equivalents.
Private Portfolio Management
We invest individuals’ wealth in a diversified portfolio of investments. We focus on minimising risk while optimising investment returns, a philosophy that has delivered superior returns over the long term. Our private portfolio management service integrates with our business, tax, retirement and estate planning services. Discipline and diligence are its core attributes.
Our investment philosophy is designed to minimise risk while optimising returns. Using a balanced portfolio structure, all investments are selected using realistic analysis of financial and economic data and are made for the long term thus minimising unnecessary transaction costs.
Our investment philosophies have been rewarded by long term strong performance, particularly in weak markets.
Fordham Investment Management delivers a conflict-free portfolio management service, and we pride ourselves on having a transparent and reasonable fee structure, with no commissions. We combine our portfolio management services with our business, tax, retirement and estate planning services.
Our service to clients
- Monthly reports of clients’ investments
- Quarterly reviews and written advice
- Six-monthly meetings with the Private Client Adviser
- Six-monthly investment and economic strategy review breakfasts
- Quarterly newsletters
- Six-monthly Asset Allocation Strategy document
- Accurate and efficient administration
- Custody of investments
Further Information
Contact Marty Dodge or Luke McMillan for more information, or visit the Info Centre for further information and downloads.
Public Offer Superannuation Fund
Fordham is part of the Perpetual Group, one of Australia’s most experienced trustee and investment groups. For those suited to investing through a public offer superannuation fund, Perpetual offer a Super Plan and Pension Plan available through the Perpetual Select Superannuation Fund, issued by Perpetual Superannuation Limited. The Product Disclosure Statement should be considered before deciding to invest in the fund.
Further Information
Visit Perpetual Select Super Plan or Perpetual Select Pension Plan for further information.