“You don’t need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ.”
Your investment portfolio is managed by qualified and highly experienced Portfolio Managers in conjunction with an In-house portfolio management committee. The investment managers apply their wealth of experience, quantitative and qualitative research skills to continuously monitor the risk and performance of the suite of unit trust structures to ensure that the optimal asset allocation and fund selection is implemented to achieve your identified investment objectives.
PMK Asset Management has partnered with Momentum Investment Consulting for the provision of in-house unit trusts for their clients and firmly believes that these solutions will provide the optimal outcome when it comes to clients’ investment needs. These solutions have been specifically designed to align with PMK Wealth’s financial planning and advisory process.
Core to our disciplined process is the scientific blending of passive and active investment strategies. This ensures an appropriate cost of investing whilst maintaining an ability for the investments to produce market beating returns, known as alpha. We believe that reducing the drag on yield that costs and fees incurs is an essential method to allowing for sustainable alpha and enhancing our clients outcomes and objectives. We believe that there are benefits and a place for both active and passive strategies and by understanding these we are able to benefit from both
It is essential to note that even when selecting the passive investments within our funds there is a significant amount of active decision making to allow for optimal allocations.
Our active manager selection process is rigorous and unwavering. Our historic success has been the ability to identify boutique asset managers with long and successful track records and processes. By blending their complementing views and positions we are able to improve the probability of producing an optimal risk adjusted return.
PMK Asset Management has partnered with Momentum Investment Consulting for the provision of direct unit trusts for their clients and firmly believes that these solutions will provide the optimal outcome when it comes to clients’ investment needs. These unit trusts have been specifically designed to align with PMK Wealth’s financial planning and advisory process.
Each investment option chosen for your unit trusts will be disclosed separately on your investment statement, as will the portfolio management fee charged. A monthly portfolio report showing your portfolio breakdown, performance and objectives is also available through your Financial Advisor.
A sound portfolio administration platform (Momentum Wealth) - Using an administration platform consolidates all transactions, all income, all cash flows in and out into one system, one set of reports and a simple year-end tax process, eliminating a lot of the labour involved in administering an investment portfolio and services for high-net-worth individuals and families.
From identifying goals and financial objectives, to preparing and implementing a financial plan, we enable our clients develop a powerful vision of the future and a realistic plan to achieve it.
We do this through investment advice - Direct shares, property investments, managed funds