Enjoy direct share ownership without the investment headaches
The Bell Potter Discretionary Portfolio Service (DPS) offers you your own direct share portfolio professionally managed by your adviser to meet your individual needs and requirements.
Using a disciplined investment process, your Bell Potter adviser manages a portfolio on your behalf, taking care of ongoing investment decisions and all the paperwork associated with the day-to-day administration and custody arrangements.
Key Features
Personalised investment management |
- Individually tailored investment strategy
- Complete investment management and oversight
- Regular monitoring and reviews
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Rigorous risk management |
- Clearly defined, tailored risk parameters
- Disciplined investment process
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Complete administration, accounting and reporting |
- Comprehensive quarterly reporting
- Annual tax report
- 24-hour online access
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Minimum Portfolio Size |
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Fees |
- Complete flexibility in fee structure encompassing brokerage and fee for service options
- Fees are generally tax deductible
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