Portfolio Management
For clients who desire or require a higher level of reporting Hartleys offers our Portfolio Management Service.
The Portfolio Management Service is a detailed personal service utilised by retirees, high net worth individuals, individuals whose aim is to develop and grow a portfolio over time, and those with self managed superannuation funds and allocated pensions.
Clients are able to keep fully informed by comprehensive account management and reporting systems and by regular reports that are accessible online.
Products available within Portfolio Management Service include:
- Shares traded on the Australian Stock Exchange
- Options and warrants traded on the Australian Stock Exchange
- Superannuation
- Managed Funds
- Fixed Interest
Services available within Portfolio Management Service include:
- Ongoing wealth management advice
- Research
- Developing and managing a portfolio
- Margin lending facilities
