Portfolio Management.

We take the time to understand what you want.

A Day to Day Management

We stay in contact with you.

You can have regular meetings with your Investment Manager to review your ongoing requirements and to ensure your portfolio is still meeting your specific needs. You can always speak to your Investment Manager if you have any questions about your portfolio. 

Your Investment Manager will also send you quarterly investment reports, which include data showing the performance of your portfolio.

Know What You’re Getting Into

Portfolio management services.

With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.

We believe it is more important to manage your portfolio to meet your risk objectives than to chase short-term returns, so we will design your bespoke portfolio to meet your unique needs and attitude to risk.

Our investment management team will look for suitable opportunities from around the world, investing in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies.

We Know What We’re Doing Cause We Manage Our Own Porfolio

What we actually do:

  • A bespoke portfolio crafted around your unique needs
  • Access to a wide range of asset classes and markets
  • Managed by your personal Investment Manager
  • 24/7 account access via our Wealth Online service
  • Our collective investment expertise working on your behalf
  • Regular market updates and expert analysis 

Intrepid Wealth

We create a tailor-made, holistic report that looks at all the aspects of your financial future: retirement; estate planning; providing for your children and grandchildren; getting the most from your investments; reviewing your mortgage; improving your income; protecting your family and your health; reducing your tax bill and providing for care in old age.

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Wealthy Habits?

The vast majority of rich people didn’t get there by accident or luck. Accumulating wealth requires maintaining a specific set of habits that foster prosperity. See how you stack up with your Wealthy Habits.

Our Great

Financial Life Designer

PJ Patterson

For some, money is more than a resource to be used for exchanged or moved around for growth, instead it’s very personal and even, emotional. In our experience, money can make people crazy and volatility in the markets can make people even crazier! We get it. That’s why, if you ever have a concern, a question, a need for more clarity – we’re here for you.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.


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