Portfolio Management

At Boston Private Wealth we take the responsibility of managing your portfolio of investments very seriously. We understand the importance of good communication and we make sure that you know what is happening with your investment portfolio.

We have developed sound processes and systems that are designed to keep you informed and to ease the burden of administration for you.

What can you expect from Boston Private Wealth?

We regularly review your investment portfolio and determine which stocks (and other investments) to buy and sell. This is a process based upon our experience and professional insight.

Every Three Months – The quarterly review

  • We look to 'modernise' your portfolio
  • We will provide our ‘buy and sell’ recommendations
  • Each recommendation will detail our decision making process
  • You will be able to speak with us before decisions are finalised
  • We only execute transactions upon your confirmation to proceed
  • The latest Portfolio Valuation report will be provided
  • A Projected Income report is also made available.

Every 12 Months

In addition to the quarterly review we will:

  • Set a time for a comprehensive formal review
  • Each yearly review will have a set agenda with input from yourself
  • Comprehensive portfolio reports will be available and discussed.

This yearly review is a great opportunity to discuss both your investment portfolio and your current personal situation, including your goals and objectives.

Urgent recommendations – We contact You

We regularly review all portfolios and consider the implications as ‘news’ comes to hand. If we believe that it is in your interest to make immediate changes to your investment portfolio, we will contact you before any scheduled portfolio reviews.

Immediate access to your Investment Portfolio

As we use a sophisticated ‘virtual’ investment portfolio administration system, you can also access your investment portfolio at any time through the internet.

Through the Client Login (see front page of the website), you can access a range of reports including:

  • The latest portfolio valuations
  • Transaction history
  • Taxation reports
  • Projected Income reports

Stay in Touch

If at any time you wish to call us, please do so. There is no need to wait for the quarterly reviews especially if you have any concerns, no matter how small.

How to get started

We are here to help and we offer a complimentary and private consultation. After many years of service, we have developed a flexible approach for our clients so feel free to call or email our office.

Boston Private Wealth

Suite 46B, Masthead Way
Sanctuary Cove QLD 4212

Boston Private Wealth is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd. ABN 95 134 016 210 AFSL 332957