Direct Investment Solutions

PPM offers both Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions. These structures are simple and transparent, with each client retaining the benefits associated with direct ownership.

PPMs premium IMAs enables our professional investment management services to be tailored to meet each client’s individual tax, income and investment requirements. We will build and manage a bespoke portfolio for you.

PPMs SMAs enable a greater range of clients to access PPMs professional management services and core investment strategies. PPM offers both investment and superannuation SMA options.

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A proven trackrecord

Our experienced portfolio managers have established a proven track record of over 20 years in applying skill and expertise to construct concentrated portfolios that are well positioned to withstand market cycle volatility and yet take advantage of investment opportunity.

PPM offers the a number of broad strategies across balanced, income and growth style portfolios as well as asset class specific portfolios , Australian and International equities.

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Premium customerservice

The tailoring of PPM services is not restricted to its investment management, PPM provides a premium tailored client servicing experience. Our individual client focus means that each client has direct access to PPM and their portfolio manager.

Our clients can access their portfolios 24/7, via our secure online portal in addition to receiving comprehensive quarterly reporting and end of year tax reporting.

Our interests are aligned with our clients. PPM is managed and majority owned by its employees and founding members, who invest alongside our clients.

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A distinctive approach

Since our founding in 1995, Private Portfolio Managers Pty Limited (PPM), a privately owned boutique investment manager, has managed equity portfolios with a distinctive long term approach that has set us apart and added value to our clients.

As a partner to our successful individuals, institutional investors, not for profit organisations and their advisers we manage Australian equities, International equities, growth and income portfolios.

Our Investment Philosophy

We provide attractive portfolio returns with consideration given to protecting our clients’ capital through market cycles. Underpinning this philosophy is a research driven process that targets attractive long-term themes and the companies that are best positioned to take advantage of them.

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