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Acumen Asset Management :: Providing financial insight to secure your future

Acumen Asset Management provides the perfect balance between professional advice and personal service and will help you get the most out of your investment dollar.

http://acumenasset.com.au/

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Acumen Asset Management :: Providing financial insight to secure your future | acumenasset.com.au Reviews

https://acumenasset.com.au

Acumen Asset Management provides the perfect balance between professional advice and personal service and will help you get the most out of your investment dollar.

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1

Acumen Asset Management :: About Us

http://acumenasset.com.au/aboutus.htm

Established to serve the growing number of investors seeking personal guidance in the often volatile stock market, Acumen Asset Management provides the perfect balance between professional advice and personal service and will help you get the most out of your investment dollar. Behind every investment decision made by Acumen stands a wealth of knowledge and research. Eric Willson - Chairman. Qualifications and Professional Associations. Bachelor of Commerce (Econ), University of New South Wales (B Com).

2

Acumen Asset Management :: Our Investment Philosophy

http://acumenasset.com.au/philosophy.htm

Acumen believes in a moderately active investment management style rather than a passive (or “set and forget”) approach. We have a medium to long - term time horizon and investment decisions and advice are based on each client’s specific financial profile and objectives. Our investment recommendations are made after an in - depth assessment of which asset classes are more likely to outperform under circumstances at the time.

3

Acumen Asset Management :: Our Services - Individually Managed Accounts, Portfolio Management Service

http://acumenasset.com.au/services.htm

Established to serve the growing number of investors seeking personal guidance in the often volatile stock market, Acumen Asset Management provides the perfect balance between professional advice and personal service and will help you get the most out of your investment dollar. Acumen’s IMA structure lies between a client “going it alone” by picking their own stocks and buying into a managed fund. The ebb and flow of information. They are usually not provided with any further information. An investor in ...

4

Acumen Asset Management :: Providing financial insight to secure your future

http://acumenasset.com.au/index.htm

Providing financial insight to secure your future. Established to serve the growing number of investors seeking personal guidance in the often volatile stock market, Acumen Asset Management. Provides the perfect balance between professional advice. And will help you get the most out of your investment dollar. Investors who are new to the market and require a professional approach to the management of their portfolio. Self Managed Superannuation Funds. Family Investment Trusts and Estates.

5

Acumen Asset Management :: Your Portfolio

http://acumenasset.com.au/portfolio.htm

What information does the client receive on their portfolio? Details of all client portfolio securities are entered on our. Software system and comprehensive quarterly reports are forwarded to clients at the end of March, June, September and December. Updates are available at other times on request at no additional cost. These reports cover the following areas:-. Cash Management Account Summary. Income Received, including Imputation Credits.

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Acumen Asset Management :: Providing financial insight to secure your future

Providing financial insight to secure your future. Established to serve the growing number of investors seeking personal guidance in the often volatile stock market, Acumen Asset Management. Provides the perfect balance between professional advice. And will help you get the most out of your investment dollar. Investors who are new to the market and require a professional approach to the management of their portfolio. Self Managed Superannuation Funds. Family Investment Trusts and Estates.

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