FSS Advisory adopts a fundamental approach to evaluating investment opportunities for clients. We identify opportunities using our access to information from a wide range of external organisations, including local and overseas broker research, as well as meetings with representatives of listed companies.
We also place considerable importance on portfolio management. Recognising that financial markets are dynamic FSS Advisory actively monitors markets daily mindful of the implications of a change in the financial environment on a client’s portfolio and investment strategy.
FSS Advisory advocates an investment approach of clients directly owning securities within their portfolio. Unlike managed fund investors, the portfolios of FSS Advisory clients are not pooled with the money of other clients – they always remain separate and are managed in line with each client’s unique requirements and goals. This direct investment approach allows for greater investment transparency, portfolio flexibility, tax advantages and fee minimisation, which all assist investment performance. |
