Individually Tailored Direct Stock Portfolio Management Services |
What we offer
Gavin Ross & Co is an independent portfolio management service for high net worth investors (minimum portfolio $5,000,000) requiring specialist management of their Australian stock market portfolios. A portfolio of directly owned stocks, real estate investment trusts (REITS), and cash reserves, individually tailored and managed according to your personal requirements, is the best performing, secure, transparent, and least costly way to invest.
Why choose us
We provide a record of outstanding performance, through following the “Value Investing” principles made famous by Warren Buffett, applying this methodology to Australian stocks. Successful investment requires time, intensity, patience, and an ability to act instantly opportunity presents itself. We bring all these strengths to work for you.
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We are experts, with decades of experience working with wealthy families in investment, financial planning, tax planning, superannuation, family trusts and estate planning. We excel in helping you clarify, simplify and manage your affairs. Tax structures, family trust and company arrangements can lock you in for decades and need to be chosen carefully. Business succession plans, Wills and Estate Plans need to be clearly thought through.
is what sets us apart
- Superior Performance
- Australian Stock Specialists
- Direct Stock Portfolios
- Boutique Service
- No Brokerage
- Warren Buffett Value Investors
- Absolute Security
- Minimum Portfolio $5,000,000
A portfolio of Australian stocks with us yields a dividend income return of 7.5%, with capital growth is on top of that. A stock exchange listed Real Estate Investment Trusts (REITs) portfolio yields 6.0% income, plus capital growth. Bank term deposits yield 1% – 2%, government bonds 0.9%.
Warren Buffett Value Investing
When you invest like Warren Buffett you live in another world to most investors. You see a business, its operating progress, and its intrinsic value. The ever present market hype, which ultimately has no bearing on your investment outcome, becomes irrelevant.
Whether you have $1 Million or $1 Billion the investment principles are the same. Rule No 1 is to only ever buy value. All investment begins and ends with value.
“Price is what you pay, value is what you get.” Warren Buffett
Next integrate and harmonize your financial planning, income requirements, investment options, risk assessment …
Australia has a very generous, tax advantaged, superannuation system. Let our experts advise you in setting up your own self managed super fund giving you greater flexibility, transparency, tax credit refunds and performance.
Why Invest In Australia
Australia has vast mineral wealth, high living standards, rapid population growth, a stable Western democracy, the rule of law, a AAA credit rating, and is one of the world’s preeminent investment destinations.
Australia is the world’s 14th largest economy: one of the world’s largest stock markets, with the sixth largest pool of funds under management in the world; rated AAA with a stable outlook by all three global rating agencies, characterised by low government debt and a budget surplus; the world’s largest producer of iron ore, gold, and uranium; a highly skilled nation where over 40% of the workforce has a tertiary qualification; the world’s third most popular destination for students; the seventh largest international tourism market; an environment that is ranked in the top 20 out of 190 economies for ease of doing business.