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Services

DMPAM offers a range of services to wholesale clients including independent investment advice, Australian equities, Australian hybrids (preference shares and income securities) and Australian corporate bonds and term deposits. All client assets are managed within individual portfolios, specifically constructed to each client’s risk/ethical profile.

Service

Start Date

High Conviction Australian Equities Strategy

March 2013

Australian Equities Strategy

May 1997

Australian Enhanced Income Trust

1 April 2020

Australian Small Companies Trust (formerly Australian Small Caps Trust)

February 2016

Income Plus Strategy

June 2012

Conservative Income Strategy

May 2009

Tailored Portfolio Service

April 1991

Charities Portfolio Service

August 1999

Investment Advisory

July 2016

 The key to our services is that all client assets are managed in individual portfolios.

Our services incorporate the added benefit whereby all client assets are registered with an independent custodian, Citicorp Nominees.

The benefits of an individually managed portfolio are several:

  • Your ethics (screened portfolios)

  • Your objectives

  • Your risk profile

  • Your franking credits

  • Your portfolio (full transparency)

This is in addition to our rigorous investment proces to lead to strong risk adjusted returns.  All client portfolios are available daily on our website.  Our client service staff and fund managers are available to answer your questions on any aspect of your investment with DMPAM.

Our service also includes a full investment administration capability. The benefit of this service allows DMPAM to keep all the financial records pertaining to your mandate to enable the timely and efficient inclusion of this information in your tax return.

We are committed to responsible investing and all aspects of our organisation and our investment process incorporate this ethos.