Beulah offers clients a range of asset management services focused on the management of assets via a managed account offering. Beulah manages investments across the range of asset classes including; Australian equities, international equities, listed property, fixed interest, bonds, cash, derivatives and foreign exchange. Additionally, Beulah has developed a number of specialist investment trusts focusing on investment strategies not widely adopted in the market place which may be appropriate for clients seeking exposure to different asset classes.
Minimum Investment Amount for this service is $250,000.
Beulah provides a personalised portfolio service whereby the client makes the final decision on investment recommendations. Clients are able access the research and investment strategies of the asset management team. Beulah’s advisers adopt a portfolio management approach to a client's investment strategy and will make recommendations for consideration by the client. Under this service, the client also receives strategic advice and portfolio administration.
Minimum Investment Amount for this service is $1,000,000.
Beulah provides strategic advice to assist clients in the areas of superannuation, investment structures, SMSF, tax planning strategies and legislative changes. Strategic advice is provided on an on-going basis as it requires detailed attention throughout various stages of a client's life, particular the areas of superannuation and tax planning. Beulah advisers will work closely with the client to establish clear objectives and to keep them fully informed of legislative changes, industry updates and strategies that can be considered to assist them in making comfortable and informed financial decisions.
The administration of a client's portfolio is particularly important to ensure that all investment records and transactions are accurately recorded and reconciled. This forms part of the total service solution provided by Beulah. Administration can include either custody, CHESS, SRN and non listed type of investments. Reporting is available via our website 24 hours a day. If you wish to see the capabilities of this service, please contact our office to access a demonstration login.
Beulah currently assists a number of charitable foundations and not for profit organisations with the on-going management of their investments. We assist clients with adopting various investment approaches which include taking into consideration factors such as ethics, risk tolerance, income and distribution requirements, reporting procedures to trustees and strategic positioning of the portfolio based on a client's request. Beulah has extensive experience working with charities and foundations and is able to personalise the management of portfolios based on the factors above.