Individually Tailored Direct Stock Portfolio Management Services |

what-we-offer

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, real estate investment trusts (REITS), and cash reserves, individually tailored and managed according to your personal requirements, is the best performing, transparent, secure, and least costly way to invest. Read more … … 

why-choose-us

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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opening-an-account

Opening an account


 

Your first step in opening an account is to telephone or email for an appointment – whichever is more convenient for you. You will have ample opportunity to discuss your needs, ask questions about our service, investment methodology, and our performance record. We look forward to hearing from and meeting you.

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The Gavin Ross & Co Edge

is what sets us apart

  • Superior Performance
  • Australian Stock Specialists
  • Direct Stock Portfolios
  • Boutique Service
  • Independent
  • No Brokerage
  • Warren Buffett Value Investors
  • Absolute Security
  • Minimum Portfolio $5,000,000
At Gavin Ross & Co we provide a boutique service to wealthy investors. You are special and important to us, and never one of a crowd. Our dedicated professional staff has been with us for years and you are assured of continuity of service from people you know and who know you. We are entirely independently owned and operated. We are not linked to any bank, broker, or financial planning or other institution whose products we sell; we have no conflict of interest or hidden agenda. We do not charge or accept brokerage or commission. You are therefore assured that our advice, at all times, is strictly in your best interest, and not aimed at generating a commission for us. Our minimum portfolio for management is $5,000,000.

our-services

Our Services


Value Investors 

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. A portfolio of stocks with us provides a dividend income return of 7.5%. Capital growth is on top of that! Read more … …

Financial Planning

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. Read more … …  

Superannuation

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. Read more … …

Asset Allocation

Asset allocation is deciding where you will invest your money. There are two fundamental choices, either “productive assets” such as stocks (businesses) and property, where you look to be rewarded by growing profits, rents and capital values. Or “interest only” assets, such as bank deposits and government bonds, where you have surety of income and return of nominal capital, but no long term growth of your income or capital. Read more … …

Investment Risk

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, large and unpredictable. This is a fact of life, to be accepted as such if you are to invest in stocks and property. Market fluctuations can also be an opportunity. Importantly, while market price fluctuations are inevitable, the dividend income paid by stocks is generally stable and increases over time. 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. .

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