Discretionary Fund Management

An Individual Investment Portfolio 

Whether you’re an experience investor or just getting started, delegating the day-to-day management of your investments to a discretionary fund manager may be right for you.  Your investment manager will construct your portfolio, monitor and manage on your behalf. 

At Elmwood Wealth Management, we work with some of the leading investment houses that aim to provide a high-touch service to our clients.  This approach to investing can accommodate our clients that would prefer a less hands-on approach with their portfolio, trusted in the hands of professionals. 

We will ensure that your wider financial planning objectives are being met and by joining up with our preferred investment house, create a symbiotic relationship built around you. 

Ongoing performance reviews will ensure that your portfolio is meeting your expectations and provide the necessary oversight, keeping you in the passenger seat, alongside your financial adviser.