Armytage private Limited

Discretionary Portfolio Management

Armytage private provides a customised portfolio management service that can be specifically designed to wholesale investors needs. Armytage private is committed to providing timely and well researched ideas to meet our client's desired outcomes.

Armytage private is a licensed financial services provider specialising in customised discretionary portfolio management for clients who favour long-term investments and value exceptional personalised service. We currently manage portfolios on behalf of private investors, corporate entities, superannuation funds, charitable trusts and foundations.

The founding principle of Armytage private is that superior long-term investment performance can be achieved when experience, objective judgment and constant supervision are exercised on each portfolio. Our mission is to provide clients with a highly personalised value-added service. Our investment management service is designed to assist those individuals who have $1,000,000 or more to invest.

Advantages of investing in Armytage's Discretionary Portfolio Management

Professional Asset Management
- Timely and well researched investments by our experienced team
Direct Ownership
- Investments are owned and registered in your name and held by an independent custodian
Direct Benefits
- Ability to use all benefits accruing via direct ownership e.g. imputation, tax structuring, gearing, CGT
Individual Managed Investment Portfolio
- Asset Allocation and Stock Selection are tailored to individual requirements
Value-Adding Strategic Investments
- Ability to participate in strategic investments
Strong Reporting Focus
- Comprehensive monthly reporting system; full and unequivocal disclosure
- Detailed tax reporting

Below is a copy of the client services guide for Discretionary Portfolio Management Service

Armytage Client Services Guide

Discretionary Portfolio Management Services:
Level 16, 90 Collins Street
Melbourne VIC 3000
Fax: +61 3 9639 0311
Phone: +61 3 9639 8709

Email: backoffice@armytage.com.au