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Investment Management

The TMS Portfolio service is a personalised service whereby clients are; consulted, informed and fully understand the reasoning behind each of our investment recommendations. We believe that the more we can assist in educating the client and build a relationship, the better the advice we can provide and the better returns and service you will receive.

Our portfolio management service has been created to –

Assist us in providing you with superior service and financial advice.

Manage franking credits within your portfolio. This is even more beneficial within a Self Managed Superannuation Fund (SMSF) by helping you reduce, and in some cases eliminate, fund and contribution tax.

Boutique personalised investment management incorporating

Asset allocation and management of the following ;

 •   Australian equities and listed securities
 •   Managed investments
 •   International equities
 •   Property securities
 •   Fixed interest, hybrid securities and floating rate income securities
 •   Cash and high yield cash
 •   Alternative investments
 •   Initial public offerings, share placements and issues
 •   Investment management services via TMS Capital’s “Evolve Managed Accounts”

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