The Somerset Smith Portfolio Review Service aims to provide our clients with a competitive edge over other investors and managers. It provides a personalised method of managing portfolios, which takes into account the fact that every investor has unique and specific requirements. It is flexible, low cost and provides the perfect link between clients and our team of experienced and qualified advisors. It also has proud history and:

"a proven record of assisting investors create and maintain wealth"

A Brief Summary of the Portfolio Review Service

The system was developed by our firm during the 1930's to provide an elite service to our premier clients. It has been continuously upgraded since then to allow for computerisation, technological advances and expanding investment markets.

The portfolio service covers the three investment sectors of:

Interest Bearing Securities:		including cash, bank deposits, government and local authority stock, capital notes, debentures, mortgages, etc.
Property:		including syndicated, listed, rental, commercial, industrial property.
Equities:		listed and unlisted shares in New Zealand, Australia, United Kingdom and USA, and any other markets you wish to invest in.

It also covers both direct and indirect investments, including listed investment trusts and unlisted investments (such as unit trusts and managed funds). It will include as many investments as you wish to hold.

Portfolio details are automatically updated to reflect purchases, sales, cash and bonus issues, and share splits. Prices, currency rates and costs are also continuously updated to provide an accurate reflection of your portfolio at any given time.

The portfolio recording is a computerised investment tool and has proven to be invaluable in assisting investors to monitor their individual portfolios. While regular valuations are extremely useful, the key component is the ability to receive individual and specific advice from our qualified and experienced advisors, which is:

• designed to meet our clients' unique and particular needs
• and the changing market conditions.

The Portfolio Review Service ensures that appropriate action is taken on a timely basis and that opportunities are not missed. It also ensures that the appropriate strategies are maintained, with an ultimate view to maximising growth and returns for our clients.

For more information on this elite service, please contact us.