WEALTH – KNOWLEDGE - TRUST
First Point Asset Management, co-advised by JANA and Brad Matthews Investment Strategies, is an investment services organisation opening its bespoke multi-asset investment solution capability to financial planners, accountants and the broader public via access to the First Point Managed Accounts (FPMA) specifically tailored to your investment requirements.
Our investment team combines the unique skillset and collaboration of five highly experienced investment professionals - Sam Robson, Brad Matthews, Toby Lewis, Michael Karagianis & Vessela Tasker to manage a suite of Multi-Asset portfolios on behalf of clients comprised of direct Australian shares, ETF’s and Managed Funds.
Our goal is to meet investors objectives by providing a robust investment framework via actively managed and professionally run portfolios that combine all attributes known to deliver value ranging from high-level top down macro analysis to bottom-up stock picking. The investment team brings over 80 years’ of combined experience across investment research, asset allocation, portfolio construction and investment governance to provide a robust bespoke investment solution and value to clients.
First Point Asset Management offers multi-asset portfolios across a set of separately targeted models:
-- First Point Australian Equity Model
-- First Point High-Growth Model
-- First Point Balanced Model
-- First Point Conservative Model
Our managed account portfolios consist of:
-- Australian Equities – Larger Companies Direct
-- Australian Equities – Mid & Smaller Companies
-- Global Equities
-- Fixed Interest
-- Property & Infrastructure
-- Alternatives
To find out more, call us on (07) 5449 2220 or email info@firstpointwm.com.au.
Company Details
- Employees
- 3
- Address
- Office 13, 10 Arcadia Street,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- firstpointwm.com.au
- HQ
- NOOSA HEADS, Queensland
- Competitors
- Eaton, Queensland Foot Centres, Monk Fruit Corp, Barclays.
First Point Asset Management Questions
First Point Asset Management's website is firstpointwm.com.au
First Point Asset Management's LinkedIn profile is https://au.linkedin.com/company/first-point-wealth-management
First Point Asset Management has
3 employees.
View email and phone details for 3
employees at First Point Asset Management.
First Point Asset Management's industry is
Financial Services
First Point Asset Management's top competitors are
Eaton,
Queensland Foot Centres,
Monk Fruit Corp,
Barclays.
First Point Asset Management's categories are Financial Services
