Beulah Capital’s Discretionary Portfolio Management service is a tailored product providing clients with a portfolio of directly held investments without the hassle of the day to day running of their portfolio. The client agrees to leave the investment decision and timing to Beulah Capital who will deal in investments which are considered to be priced at an appropriate level.
Beulah Capital strongly believes in the use of direct investments in the portfolio construction process. Over the long term, equities provide the best combination of dividend income and capital growth as a protection against inflation. Your Beulah Capital adviser will meet with you each quarter to review the performance of the portfolio. The minimum initial portfolio size is $500,000.
This offering is only available to wholesale, professional and sophisticated investors who meet the minimum requirements outlined in the Corporations Act 2001.