Tailored Investment Management

tailored investment managementPPM is an independent private fund manager established in 1995 to provide tailored investment management service to a select group of individuals, superannuation funds, family offices, and not-for-profit organisations.

With a tailored investment management approach we aim to optimise investment outcomes for each investor. We incorporate the specific tax, risk appetite, income requirements, and other investments or business assets when assembling a specific investment portfolio for each investor.

Additional tailoring can be achieved by excluding specific companies, market segments, or industries from the investment portfolio.

We manage investment portfolios of Australian shares and/or fixed income securities. Our philosophy is to work with investors and their advisors over the long term, forming lasting partnerships that add genuine value.

 Our structure and operations are designed to provide optimum investment outcomes by:

  • Operating as a single purpose, truly independent organisation focused on investment management and free from competing management priorities and external influences
  • Tailored investment management to meet specific needs, objectives, and requirements
  • Employee ownership, aligning our interests with our clients
  • A professional and stable staff working in a culture that promotes investors` best interests and fiduciary responsibility

As a private fund manager we offer our investment management services through an Individually Managed Account (IMA), providing a transparent, cost effective, and tax effective means of investing in Australian shares and/or fixed income securities.

Our Corporate Profile provides additional information about Private Portfolio Managers.