Who Manages Your Money? 

Most Advisers outsource the actual management of your portfolio to an external fund manager. At Vivid Financial we take a hands on approach to the management of your portfolio. The Vivid Financial Investment Committee incudes your Adviser, other key Vivid staff and a range of external investment professionals.

Our portfolios are constructed and managed based on the objectives that we agree with you. We pay little attention to the returns generated by the stock market indices, rather we strive to deliver the outcomes that will meet the goals agreed between you and your Adviser.  

We know and understand the companies held in our client's portfolios, the income they will produce, and the tax consequences of that income. We are investors rather than traders, looking to buy into sound companies with strong management to hold onto for the long term.

The three pillars of our investment management are control, flexibility and transparency. Having control over the investments you make means more effective management of your portfolio, having flexibility means we can respond quickly to opportunities and transparency means there are no secrets, that you know exactley what you own, and what has been bought or sold.

Providing Opportunities 

As investment managers our job is to source fresh ideas which enhance client's portfolios and gain exposure to these on behalf of our clients. The relationships we have developed with financial institutions have provided us with access to many investment opportunities not normally accessible to retail investors.

Our clients' portfolios typically include a range of alternative investments including hedge funds, structured products and private equity investments. These investments help with diversification and may include leverage and some form of capital protection.

Aligned Interests 

A critical part of our investment philosophy is that our interests are aligned with yours. That is, where we have been able to generate excess returns while investing in line with your objectives, you benefit from performance and we are in turn rewarded with a performance fee.