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Portfolio Manager

time 3mths ago
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By · 22 Jan 2021
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Tom Wilson
By ·
22 Jan 2021
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time 3mths ago

Question

You monitor my portfolio of Australian stocks. I now live overseas and wish to liquidate it. Can you sell on my behalf? What are your fees? What advice can you offer? Sincerely David Rosefield - Submitted by David

Answer

Hi David, 

The Portfolio Manager only monitors and tracks the investments you have manually entered into it. You would need to sell these through a broker or whoever manages your assets/investments for you. 

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