Investment Management

  • Financial Management

    La Vara Financial Planning

    Learn More
  • Investment Management

    La Vara Financial Planning

    Contact Us
  • Self-Managed Supe Advice

    La Vara Financial Planning

    Button
  • Taxation Strategies

    La Vara Financial Planning

    Contact Us Today

Expert investment management in Ringwood

A Managed Discretionary Account is a service where a portfolio of investments is maintained for you, and you authorise an investment manager to make decisions about that portfolio on your behalf. In this way, you delegate the day to day decision making about your investment portfolio.
Man calculating accounts

Management and discretionary accounts

Managed Discretionary Accounts are regulated by the Australian Securities & Investments Commission (ASIC) and the provision of Managed Discretionary Account services must meet certain conditions of the Corporations Act 2001 and the Australian Securities & Investments Commission (ASIC). Managed Discretionary Accounts are managed by a Managed Account Operator that must hold an Australian Financial Services License authorising them to provide Managed Discretionary Account services.

What we have to offer

Politis Investment Strategies is a holder of an Australian Financial Services License which authorises the operation and provision of Managed Discretionary Account services. Investing in a Politis Investment Strategies Managed Discretionary Account allows you to gain access to professional investment management. The Investment Committee at Politis Investment Strategies is responsible for managing model portfolios in accordance with key investment objectives.

The Politis Investment Strategies Managed Accounts allow a portfolio to be constructed in accordance with your own personal objectives, risk tolerance and asset preferences. accounts@themagictouch.com.au
Business colleagues working together

Investment management

Share by: