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Direct Portfolio Management

At Baiocchi Griffin Private Wealth we specialise in the management of direct investment portfolios. This ‘direct to market’ approach eliminates the several layers of fees which are embedded in managed funds, master funds and wrap accounts.  This allows for very cost-effective ongoing management of your wealth.

Our clients’ investment portfolios are tailored to their specific individual needs and situations, taking into account investment risk levels and financial objectives.

As holders of our own Australian Financial Services Licence, we are free of the conflicts of interest associated with third-party products and providers.

We have no ‘in-house’ investments of our own and as such, when we recommend investments for our clients it is solely because we believe it is in their best interests.

Institutional Investors

Our services includes investing on behalf of charities, foundations and other corporate entities. This service involves the formulation of tailored asset allocation and investment selection strategies, taking into account the objectives and goals of the relevant entity.

Consideration is also given, where required, to ethical investing preferences or screening for inappropriate investments. Comprehensive portfolio reports are provided on a regular basis, in addition to executive-level presentations and reports regarding the portfolio and its performance. Please contact us for further information relating to our Institutional Investor Services.