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.