How does Share Portfolio Management work?
Australian ASX listed shares are selected after rigorous review by the Entello investment committee dependante on the progression of the share market cycle.
Entello actively monitors the global economic conditions and the effect on the Australian share market. Using a combination of fundamental and technical analysis tools, our investment team will advise you on the best time to use your surplus equity for investment in further shares.
Clients receive fortnightly updates on market activity, shares being monitored and dividends due for payment via webinar and communication through your own Investor Portal. Corporate activity is monitored and advice given to our clients when appropriate. Any major event in the economy or the market is covered by the timely release of a specific market alert.
Entello may advise on the conservative use of Margin Lending with your share portfolio. Our clients enjoy the benefits of operating and negotiating as part of a larger group of investors and as such, Entello clients access significantly reduced lending rates.
Clients can gain access to live information on their specific holdings through the Web Based Entello Investor Portal.
How is my equity used to invest in shares?
We look for suitable companies and sectors that have completed their major market corrections based on the economic cycle. As we review the market, we can take advantage of opportunities to gradually build an appropriately weighted long term share portfolio for our clients.
How much do I need to invest?
Contact our team to find out if this service is suited to your investment strategy.
What is the cost of the Equity Management Service?
Contact our team to receive an information kit which outlines our fees and charges.