InvestSMART
Meeting
Sydney Separately Managed Account Investor Session
Past event
Event Details
Meeting
Tuesday, 30 May 2017
1:00 PM - 2:00 PM AEST
Location
InvestSMART Sydney Office Level 9, 37 York Street, Sydney, NSW, 2000
Description
Finding opportunities to add further value to your portfolio
This session will show you how to select the right investments to optimise results to build a well-balanced portfolio. This includes identifying which investment vehicle, including InvestSMART’s Separately Managed Account (SMA) is suitable for your risk profile. 
 
We will show you how to use our online portfolio health check to identify potential opportunities to add further value to your portfolio and how to minimise risk and protect your portfolio through diversification and correct asset allocation. 
Map
InvestSMART Sydney Office Level 9, 37 York Street, Sydney, NSW, 2000