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Investment
Our common goal is to balance capital preservation, growth and income within a coherent portfolio structure and strategy.
For more than 70 years, the Myer family has been investing successfully for the benefit of succeeding generations. The Myer family Company continues this tradition by offering its clients a comprehensive suite of investment services designed to preserve wealth and grow capital, whilst meeting recurrent income requirements.
Each family, individual, foundation, charity or institution that chooses the Myer Family Company as its adviser has its own unique investment style and objectives. However, the investment principles adopted by the Myer family can provide a useful lens through which to view their investment decisions. These principles can also provide a starting point for families seeking to establish an intergenerational framework for their investments.
The Myer Family Company’s investment services are founded on the creation of an investment policy that clearly sets out the required investment objectives and then selecting appropriate investments from our recommended list of high quality local and global fund managers, combined with a small number of our own distinctive funds. The services encompass: tailoring an investment strategy that reflects each client’s unique circumstances; risk budgeting and asset allocation; fund, product or security selection; and portfolio monitoring and performance reporting.
A useful guide
The Myer Family Company’s portfolio offers a useful guide through which to evaluate investment themes and ideas…
Your investment policy
Careful planning is required to ensure that your investment policy reflects your objectives, views, intentions and tolerance for risk…
Please call us
BRISBANE
Edward Draydon
Client Director, Family Office
& Wealth Services - Qld
Telephone: 61 7 3220 3479
MELBOURNE
Michael Smolders
Head of Family Office
& Wealth Services - Vic & Tas
Telephone: 61 3 9207 3000
PERTH
Julian Butler
Head of Family Office
& Wealth Services - WA
Telephone: 61 8 9230 7700
SYDNEY
Fintan Maher
Head of Family Office
& Wealth Services - NSW & Qld
Telephone: 61 2 9224 7600