SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

EMAIL jps@jpalmer.com.au

Privacy Policy · Disclaimer · FSG
F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Palmer Investment Management

Two main choices have always faced traditional investors: either manage your investment portfolio yourself, or outsource to a fund manager in the form of a ‘managed investment portfolio’ or ‘mutual fund’

If you are the first type of investor, you need the sophisticated skills of the investment professional together with the considerable amount of time needed to grow, manage and administer your portfolio. In addition, you need forensic research to guide your decision-making. For most, these self-imposed tasks carry risks and pitfalls and are expensive.

If you are the second type of investor, you face the reality that fund managers generally ‘bundle’ your dollars with those of many others, as you are buying ‘units’ in a trust fund rather than having direct ownership of the underlying securities. This can be expensive due to the high (and often hidden) costs resulting from a multi-layered structure.

In short, bundling ignores your personal preferences and circumstances and you become one of ‘the trivial many’ instead of ‘the critical few’.

Therefore, we are pleased to offer you both our Palmer Managed Discretionary Account and Palmer Separately Managed Account.

For more detail on these products, please click on the links above or view our video.


Why Joseph Palmer & Sons?


Whether we are managing your personally tailored portfolio or if you are using one of our core portfolios, you will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the ‘safe hands’ of the experienced team at Joseph Palmer & Sons.

For more information on the Palmer Discretionary Account, or on any of our other investment services, please call us on (02) 8224 3324. Even better, come in for a chat over a cup of coffee if you have the time. We would be very pleased to meet you.

Contact Us

Name
Email
Phone
Message

Blog Articles

Show All

Joseph Palmer & Sons Executive changes

18 Jan 2018
The Partners of Joseph Palmer & Sons are pleased to make announce the following executive changes.

Barry Schebella, who has been with Joseph Palmer & Sons since 1994, is retiring.  Barry has worked tirelessly for more than two decades in his capacity of General Manager, and will be sorely missed by staff and clients.  We wish Barry a very relaxing and long retirement in Adelaide...

[ Read More ]

Investment & Economic Review January 2018

11 Jan 2018

For much of the past decade these quarterly reviews have contained references to the scourge of market and economic volatility, as we’ve been passing through an unusually disruptive investment and economic era. Thankfully, in 2017 volatility dissipated, (at least temporarily!). This quieter period can be illustrated by...

[ Read More ]

Testimonials

Contacts

Malcolm Palmer

Malcolm Palmer

Managing Partner

Sonia Xerri

Sonia Xerri

Senior Investment Adviser - Sydney Office

Michael Casey

Michael Casey

Senior Investment Adviser - Sydney Office

Allan Furlong

Allan Furlong

Manager Investment Advisory Services - Sydney Office

Rodney Horin

Rodney Horin

Managing Director - Melbourne Office

Alex Moffatt

Alex Moffatt

Director - Melbourne Office