WealthMarc’s Investment Philosophy

To provide our clients with above market returns over time whilst effectively minimising downside exposure through the vigilant construction of investment portfolios that best meet our client’s investment goals.

At WealthMarc we pride ourselves on our investment and portfolio construction philosophy. With over 22 years combined experience in the financial services industry one of our core strengths is our ability to construct investment portfolios for our clients to suit their investment objectives whilst effectively managing volatility.

We believe in making your money work for you rather than you having to always work for your money. Whether you are looking to get started or already have a substantial investment portfolio we are able to provide you with guidance in optimising your portfolio.

Investment terminology

• Shares/Equities – A share represents ownership in a company.  Public companies trade through a central exchange. Examples include the Australian Securities Exchange (ASX) & New York Stock Exchange (NYSE).
• Property – Real estate that can be either residential or commercial
• Bonds/Fixed Interest – A contractual agreement to lend money to a government or company in return for interest and the return of the amount lent (principle) at maturity
• Cash – Funds available at call that usually earns interest
• Options – A type of derivative that were initially designed to provide a hedge against downside risk of shares
• Futures – A type of derivative providing exposure to many markets (e.g. commodities, shares, FOREX, livestock) worldwide

If you would like to discuss or find out how WealthMarc can develop a strategic plan for you feel free to contact us directly on (02) 9880 8942 or emailinfo@wealthmarc.com.au