HOLST Advisers can assist you in reviewing the managed investments you already own or alternatively assist in deciding whether managed investments should play a role when investing new capital.
HOLST Advisers are able to analyse both retail and wholesale alternatives across a broad range of diversified (ie Capital Secure, Balanced, Growth) or sector specific (Australian Share, International Share and Listed Property) managed investments.
A large proportion of this advice is based upon the knowledge and experience of HOLST Advisers having drawn upon the unlisted managed fund research HOLST have available from Assirt. This enables HOLST Advisers to provide clients with meaningful feedback on the quality and composition of managed investments and ascertain their role in building an appropriate portfolio.
If you would like further information about the advice offered by HOLST please contact us at holst@holst.com.au or call your Adviser on +61 3 9282 8111.