Our Investment Process


Our Investment Philosophy

The advisers at Morgans Port Macquarie will work with you to define your investment goals based on these principles:

Investing for the long term

We aim to buy assets which are good enough to keep for life. Even with these, however, circumstances can change and the need to sell sometimes arises. By keeping a close eye on the markets, we can advise you where appropriate when opportunities to buy or sell arise.

Maintaining a quality core portfolio

Our clients’ portfolios are designed to include core holdings of quality, long term stocks which are tailored to the individual client's risk/return profile.

Reduce risk through diversification

No two investments will perform in the same way at the same time. A key aim of successful portfolio construction is diversification across a range of sectors and asset classes. By diversifying, you reduce the risk of losing money.

Focus on total return

Your adviser will identify stocks that offer long-term growth prospects as well as tax-effective income potential.

Active but risk-controlled investment approach

Returns are generated from focused portfolio management, not from excessive trading or high risk derivative exposures. Your adviser will work with you to determine the right level of risk for your personal situation.

Research driven process

We undertake continuous research and analysis of economies, markets and individual companies. Individual companies are assessed on fundamental value, quality of management, earnings and growth prospects.

Tax effective management of portfolios

Your adviser will tailor solutions to fit your individual income tax situation, incorporating optimisation of capital gains and losses.

For exemplary personalised investment advice please contact us on 6583 1735.

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