Non Discretionary Services

 

Non discretionary services

Wilson HTM Investment Group can also provide a partnership approach whereby you have the autonomy of managing your own portfolio while drawing on the expertise of an adviser and our research to generate out-performance for your portfolio. Benefits of non discretionary services include:

Personalised service

Your dedicated Wilson HTM Investment Group adviser will work with you, one on one, focusing on investment strategies designed to increase your wealth.

Tailored Service

An investment portfolio individually tailored and professionally managed in accordance with your investment and lifestyle goals, income requirements, risk tolerances and tax situation.

Access to Wilson HTM Investment Group Research

Your adviser has access to a nationally recognised research team and other market and company information ensuring they can keep you abreast of the latest market developments and information relating to your portfolio.

Control

You retain control of the investment decision making process ensuring you are fully involved in the management of your portfolio.

For further information on how to benefit from our non discretionary services call 1300 655 015 and talk to an adviser today.