Portfolio Management

If your Financial Plan involves the purchase of shares or other investments, we provide an ongoing Portfolio Management and Administration service.

This service utilises the ongoing supervision of our research team whose members constantly monitor the performance of your portfolio. We will contact you when our research team recommends the purchase or sale of a particular security.

You can call our advisers at any time during office hours as part of our ongoing portfolio management service and most clients can view your CIPL, PAS, OR Asgard portfolios online at any time.

Your assets may be administered using an external investment platform like Asgard, or they may be administered using our own internal Portfolio Administration System.

Portfolio Administration System

"I can’t imagine checking my transactions any other way now – and it is so good that I don’t have to wait for the quarterly reports."

- Retired business owner, CIPL client

We utilise a proprietary portfolio administration system (PAS 3) to manage and administer investment portfolios. This powerful system includes a web-based client portal which allows you to view your portfolio online, and to generate a wide range of taxation, income and performance reports.

Our system is developed in-house and is continually being improved. This means that we can provide clients with a fast turnaround on any issues that may arise.

As a PAS client, you will find the online client portal a practical and convenient tool to track the transactions in your cash accounts and movements in your portfolio.

Pre-prepared taxation and performance reports are available to download from the client portal on a quarterly or annual basis and can be emailed to you and to your accountant.