Investment Advice & Management

StewartBrown Advisory concentrates on long-term performance rather than short-term gains. We can help you with all aspects of investing to ensure your investments are well positioned for your medium and long-term investment goals while also taking into account current market conditions.

We believe asset allocation is one of the key drivers to long-term wealth creation and capital security, thus our focus is to ensure our clients' portfolios are positioned for the future.

Our investment services include:

  • Investment recommendations on shares, property, managed funds, cash and bonds

  • Portfolio construction

  • Stock selection on direct equity portfolios

  • Continuous monitoring of your investment portfolio

  • Proactively making investment recommendations as required

  • Implementing transactions and completing all necessary documentation on your behalf

  • Providing advice on relevant corporate actions (e.g. share purchase plans, buy-back offers)

  • Discussing strategic and tactical asset allocation and recommending adjustments as required

  • Investment property analysis

  • Reviewing investment performance against targets

  • On-line portfolio access