Portfolio Management
The experts at HMA Twomey Patterson Accountants provide you with a portfolio management service through which handling your investments can be easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.
Your portfolio manager will keep abreast of the changes in the investment market so you don't have to. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.
At HMA Twomey Patterson Accountants we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met. Contact us today for assistance in the specialist world of investments.
Clients who want to keep track of their portfolio can request to join our Præmium Portfolio Service. This Internet based portfolio service enables you to access your own portfolio, 24 hours a day, 7 days a week from your home or office.
Your share portfolio is re-valued daily and corporate actions and dividend distributions are added automatically. Up-to-date capital gains tax information is available to enable you to tax effectively manage your capital gains tax situation. You can accurately monitor you portfolio & stock performance to assist you in making timely investment decisions.
Managed fund data is also updated automatically while property information can be added manually.
HMA Twomey Pattersons portfolio management service is available for all types of portfolio structures including partnerships, trusts, companies and superannuation funds.
For more information, Contact us today. If you have already signed up to Præmium, you may access your portfolio by clicking the button below.
