Investment Management
As a holder of our own Australian Financial Services Licence, we are able to provide advice on a broad range of asset classes, financial products, and securities including direct shares, managed trusts, deposit products and bonds. We are not tied to a particular 'product' or financial institution.
INVESTMENT MANAGEMENT PROCESS
Donegal Wealth will then work with you to develop your investment strategy, based on your tolerance for risk (that's how you feel about the possibility of your investment going up or down in value) and your investment time frame (when you will need some or all of the funds being invested).
We offer solutions and services for all of your investment and superannuation needs. These services range from recommending appropriate assets to suit your investor risk profile, to providing tactical asset allocation advice and reviewing your portfolio on a regular basis.
INVESTMENT MANAGEMENT REVIEW SERVICE
The Investment Management Review Service includes:
INVESTMENT PORTFOLIO REVIEW
Donegal Wealth review your portfolio to ensure that the mix of assets in
the portfolio is appropriate and that the individual investments are meeting their
benchmark performance targets with an appropriate level of risk (volatility).
ACTIVE PORTFOLIO REWEIGHTING (DYNAMIC ASSET ALLOCATION)
As financial markets move, rebalancing of your portfolio may be required to
ensure your investments remain on track to meet your financial objectives and
risk profile. Our investment committee regularly evaluates the selected
investments and portfolio models.
ONGOING EDUCATION
Donegal Wealth clients receive an informative newsletter, full of news,
views and hints. You will be invited to seminars designed to keep you informed
of the latest movements in the financial markets, what they mean to your
investments and the opportunities they hold for you. Often these seminars also
include a lifestyle segment.