A unique part of the service offered to our clients is the total management and administration of their investment portfolios. Quantum Securities Pty Ltd, a Licensed Dealer in Securities through the Australian Securities Commission, is able to place investment funds directly with major fund managers or to arrange the purchase of direct shares both within Australia or overseas.

The investment mandate for PMS clients is simply, "achieve the maximum return for each portfolio with regard to the specific risk profile".

How is this achieved:

1. Complete analysis of objective and aims:

In making any investment recommendation it is essential that we spend considerable time firstly analysing your objectives and aims and actually defining your goals for the next 3 to 5 years.

2. Define Risk Profile & Develop the "Business Plan":

Each investor carries a different risk attitude, it is therefore essential to define what type of investments fit the profile and what level of diversification is therefore required.

From this an Investment Strategy is developed, we call this your "Business Plan" for that is what you really are undertaking.

3. Monitoring and Reporting:

Absolutely essential. Accurate and timely reporting is a must. We provide a comprehensive report on a quarterly basis that shows an exact picture. From this we analyse and make recommendations to ensure the portfolio remains positioned to achieve the stated objectives.

4. Active Management:

Essential to have your entire portfolio monitored on a day to day basis as markets now change at rapid rates. Our research and analysis highlights opportunities and threats to each portfolio, recommendations are then conveyed immediately to you.

Quantum is independent of any financial institution, we canvass all the following markets to find the best product and price to meet your needs;