What we do

Discretionary Portfolio Management

The world of investment can be a confusing one for the uninitiated but for those of us who have neither the time nor the inclination to monitor the markets and select our own investments, using the services of a discretionary portfolio manager can significantly reduce the investment headache.

This service is available for clients who have a portfolio size in excess of $500,000.00 and who want to hand over the responsibility for managing investments to an expert. The portfolio manager will begin this process by sitting down with you to work out what you want to achieve from your investments, before constructing a portfolio to suit your requirements. Your portfolio manager then makes all the day-to-day decisions on your behalf, keeping inside a framework agreed with you at the outset. That framework is captured in an Investment Policy Statement (IPS). Think of this like a blueprint or a report card that is reviewed on a yearly basis (at a minimum).

“It's been a pleasure working with Watermark/HollisWealth® over the years because of their professionalism, subject knowledge and likable personalities. I would highly recommend the team at Watermark to anyone needing financial advice and/or assistance.”

Mike and Mary Dvds., February 29, 2016