Managed Accounts 

A Managed Account is simply a professionally managed portfolio which is beneficially owned by the investor, as opposed to being pooled with other investors as is the case with managed funds.

All our clients are unique individuals hence it is only fitting that the advice we give and the portfolios we create reflect this. Vivid Financial is able to provide this via our Individually Managed Accounts (IMA) service, which can accomodate an almost limitless investment universe.

The terms under which we manage your portfolio are described in detail in a Managed Discretionary Account agreement. The details cover the scope of authorised services, the fee schedule and reporting obligations.

This agreement allows us to make investment decisions on your behalf based upon a pre-agreed investment program, developed in accordance with your specific objectives and your tolerance for risk. The service is based upon sector-specific portfolios dynamically managed by the Vivid Financial Investment Committee.

Discretionary trading of your portfolio can potentially enhance investment returns as we are able to expedite trading by making investment decisions in efficient time-frames. Utilising this service will ensure that you will not miss quality opportunities due to delays in communication.

Market Leading Systems

We have made extensive investments of both time and money, to ensure that the systems that support the management of your portfolio are the best available.

A client's specific preferences with regard to the stocks that are included or excluded in their portfolio can easily be accomodated. We can also set trading rules that ensure capital gains tax is managed as efficiently as possible, as after all it is the after tax returns that really count.

Members of the Investment Committee can monitor your portfolio in real time, and if required transact on the portfolio directly in the market. As a client you have access to an extensive range of reports so that you can also track exactly what has been occuring in your portfolio.

Most recently we have added the Financial Simplicity software to our arsenal. This is the first deployment of this software in a Financial Advisory firm, which has up until now been used exclusively by financial institutions and fund managers. Read more about this exciting development here.