The Managed Portfolio Service
The Managed Portfolio Service offers a spread of investment options designed to give you a
MINIMUM level of security which we will help you to choose. This is done by taking into account factors such as your level of assets, income and capital needs and attitude towards investment risk. Your investment portfolio will always have at least your chosen minimum percentage of your funds invested in a range of secure investment options.
Paul and Steve Melling actively manage your portfolio
Paul and Steve Melling will personally manage your investment portfolio. Our rebalancing process
will help you to lock-in profits during a strong sharemarket and increase your exposure to the
sharemarket when it represents good value. This active management should reduce the volatility and
increase the long-term investment returns on your portfolio.Paul Melling is a Fellow of the Institute of Actuaries of both London and Australia. Steve Melling has a Bachelor Degree in Economics as well as a Graduate Diploma in Applied Finance and Investment and a Masters Degree in Applied Finance and Investment. Steve is a CFA (Chartered Financial Analyst) Charterholder, a CAIA Charterholder and a Certified Financial Risk Manager (FRM). Paul and Steve have worked together since 1994.
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here.