Individually Tailored Direct Stock Portfolio Management Services |
What we offer
Gavin Ross & Co is an independent portfolio management service for high net worth investors requiring specialist management of their Australian stock market portfolios. A portfolio of directly owned stocks in your name, individually tailored and managed according to your personal requirements, is the best performing, transparent, secure, and least costly way to invest in stocks.
Why choose us
We will only ever invest your money into a direct stock portfolio directly owned by you. Our professional, fully qualified staff will assess your needs and situation and individually tailor and manage your portfolio according to your personal requirements. We will never invest your money in managed funds or in-house pooled vehicles, where you can easily pay upwards of 3% or more per annum in total fees, and not know it!
Opening an account
Your first step in opening an account is to book an initial consultation. The consultation can be in person, by telephone or Skype – whichever is most convenient for you. Our Directors travel the globe regularly if you would like a personal meeting. You will have ample opportunity to discuss your needs, ask questions about our service, investment methodology, and our performance record.
is what sets us apart
- Superior Performance
- Australian Stock Specialists
- Direct Stock Portfolios
- Boutique Service
- No Brokerage
- Value Investors
- Absolute Security
- Minimum Portfolio $5,000,000
We are experts, with decades of experience working with our high net worth clients in financial planning, tax planning, superannuation, family trusts and estate planning. When you become a client of Gavin Ross & Co., we will review all these aspects with you to ensure that you are optimising your situation.
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 and transparency that will save you paying fees to a managed fund for the rest of your life.
Asset allocation is deciding where you will invest your money. There are three very different types of investment assets. Focus on the specific stocks, real estate, or interest only investments you will make, and the income and growth they will provide. Avoid getting side tracked by macroeconomics discussions.
The argument is made that Australia is only 2.0% of the world’s stock market by value, and therefore that you are missing out on opportunities by not investing globally. That is a reasonable argument as far as it goes, however in practice there are drawbacks to international investment.
All investments carry risk, be they stocks, property, or government bonds. In addition, stocks and property are subject to market fluctuations which can be sharp, and unpredictable. This is a fact of life, to be accepted as such if you are to invest in stocks and property. However, market fluctuations can also be an opportunity.
Nevertheless, you shouldn’t own stocks if a sharp decrease in their price in a short period of time would cause you acute financial or emotional distress.
Importantly, while market price fluctuations are inevitable, remember that the dividend income paid by stocks is generally stable and increases over time.