Investment services

A comprehensive range of investment services

Markiewicz & Co. private clients have access to a full suite of investment services to help them achieve their personal, family and business financial objectives.

Whether you wish to be directly involved in the investment process, or prefer to delegate your investment decisions, your Markiewicz & Co. adviser will develop a customised investment strategy that reflects your circumstances, values and financial aspirations.

Through our Investment Advisory service you can access a range of investment mandates that enable you to harness the power of Markiewicz & Co.’s research and expertise to achieve excellence in investment results.

To assist you to build a diversified portfolio and invest across a range of asset classes, Markiewicz & Co. provides access to a wide range of investment products and services, including:

Simplifying the administration of your investment portfolio

The Markiewicz & Co. Portfolio Administration Service (PAS) helps you make informed investment decisions by enabling you to access the investment advice, research and trade execution of our highly qualified advisory team, who also take care of your portfolio’s administrative matters. In addition, the service offers real-time reporting that provides single-view clarity of your holdings across a wide range of asset classes, and an accurate, up-to-date snapshot of your financial affairs.

Maximise the performance of your investment portfolio

Markiewicz & Co. can work with you to develop an investment portfolio that’s suited to your investment aims, investment experience and asset preferences. For an obligation free discussion with an adviser, simply call us on 1300 276 112 or send an email.