Stockbroking | Wealth Management | Corporate Advice

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Our Approach

Mission

Our mission at Morgans Brighton is to optimise the quality of life of our clients, through providing a clear and considered investment approach.

Our advisory process

Our streamlined advisory process ensures that you receive expert advice from our qualified advisers on the establishment and development of your investment portfolio.

Our advisory process ensures that you receive:

  1. Comprehensive overview of your current financial situation
  2. Full assessment of your goals and objectives
  3. Analysis of alternative strategies including the identification of relevant issues
  4. Investment recommendations in the context of formulating a comprehensive solution
  5. Implementation of your preferred strategy using the best internal and external resources
  6. Regular ongoing reviews of your unique circumstance and requirements
  7. Control of all reporting and administration

Our investment philosophy

Our investment philosophy here at Brighton is based on our strong ethos of personalised client service and our commitment to delivering the optimum returns for our clients' long term financial security:

Investing for the longer term

We aim to purchase assets that are valuable and retain their value in the long term. Even with these reliably structured assets, however, circumstances can change and the need to sell sometimes arises. Through retaining pertinent market awareness, our team has the capabilities to advise you where appropriate as opportunities to buy or sell arise.

Maintenance of a core portfolio

All portfolios are designed to include a core portfolio of quality, long-term portfolio stocks, aimed to represent the broader market at its most basic level. The core portfolio is designed to be less sensitive to short-term movements with a focus on developing a moderate risk/return profile.

Reduce risk through diversification

A key aim for any portfolio is diversification across a range of sectors (to reduce sector specific risk) and asset classes, according to each client's risk profile. Our services are designed with risk minimisation in mind and we work with you to strategically diversify your particular portfolio.

Focus on total return

Our expertise is tailored to identify stocks that offer long-term growth prospects as well as income potential in a timely manner.

Research driven process

We provide you with pertinent research and analysis of macroeconomic markets and individual companies. Individual companies are assessed based on fundamental value, quality of management, earnings and growth prospects.

Active but risk controlled investment approach

Our experience indicates that returns are generated from a focused portfolio and not from excessive trading or high risk derivative exposures. We use our expertise to guide your investment portfolio with your long-term goals in mind.

Direct Securities and boutique investing

A specialised range of listed securities and boutique investments are selected for your portfolio as opposed to mainstream managed funds when the constraints of managed funds are not suitable.

Tax effective management of portfolios

The prime solution is tailored to fit your individual taxation situation, incorporating optimisation of capital gains and losses.

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