Investments & Portfolio Construction
Choosing the right investments to meet your needs is a very
important part of your wealth plan. Your investment choices are
wide and growing all the time. Some investments are quite simple to
understand, while others are more complex.
Helping people understand their choices and the features and
benefits of different approaches is part of our service.
Our aim is to work with you so that decisions are consistent
with your agreed needs, goals and objectives and, with which you
feel comfortable.
We understand that your ideas and goals with investing your hard
earned money may be different to the next person. We don't believe
in a "one size fits all" approach. That's why the Pentad Group
provides a comprehensive range of services to meet your own
individual investment needs. Our investment recommendations
consider a variety of factors, including your assessed risk
tolerance, past experiences, short-term and long-term financial
requirements and current and anticipated economic and investment
conditions.
The Pentad Group offers different ways of meeting client
needs. Those requiring personally tailored investment portfolios
considering direct investments such as shares, as well as access to
a wide range of managed funds are serviced through our Platinum
and Gold Services Packages.
In order to avoid any conflict of interest, the Pentad Group
does not develop its own investment products. Independently owned
and without any institutional shareholding or control, we are not
obliged to show preference to any particular range of investment
products. Our managed fund product recommendations are selected
from a list of both recognised and emerging boutique fund managers,
and our recommendations must meet with out stringent 'bets of
breed' criteria.
Those Platinum and Gold Service Package clients who prefer
direct ownership of listed securities can be introduced to a
Melbourne-based broker specialising in local securities (e.g.
Intersuisse Limited) or to one specialising in overseas
securities.
As well as mainstream products, Pentad review and
consider alternative opportunities such as absolute returns style
funds and property syndicates. Regular contact is maintained
with a number of fund managers, including: Macquarie, Investors
Mutual, Platinum, UBS, Deutsche, Perpetuals, EQT, HFA, Barclays,
Goldman Sachs JBWere, Credit Suisse, BlackRock, Challenger,
Mariner, Colonial First State, Tyndall and Ausbil Dexia.
Those clients requiring a simpler “model portfolio” approach
exclusively using professionally managed funds owned via an
administration platform are serviced through our Silver Service
Package. Five model portfolios (Pentad Preferred
Portfolios) are maintained, being Conservative,
Income-oriented, Balanced, Growth-oriented and High Growth.
Pentad Preferred Portfolios have been created to meet
the financial goals of our clients within their tolerance for
investment ‘risk’. It is the aim of all astute investors to achieve
appropriate returns from their investments taking into account
these associated risks. Our portfolios are designed to
achieve this desirable outcome for our clients.
With the ever changing face of investment opportunities,
Pentad reviews the tactical asset allocation of our
portfolios every two months.
Contact us today on (03) 9813-0133 to find out more
about Pentad's Investment Advice Services and how Pentad can help
you achieve your financial goals. | 
