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S C M E q u i t ies – P ri vat e W ealt h

SCM Equities Pty Limited

Level 11, 1 Chifley Square, Sydney NSW 2000 P: +61 2 8226 8262, F: +61 2 8226 8255 E: david.johnston@scmequities.com.au, W: scmlgroup.com.au

Specialising in the delivery of strategic investment advice, research intelligence and investment management services

Any information or advice contained in this brochure is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice in this brochure, you should consider the appropriateness of it (and any relevant product) having regard to your circumstances and, if a current offer document is available, read the offer document before acquiring products named in this brochure. You should also seek independent financial advice prior to acquiring a financial product. All securities and financial product or instrument transactions involve risks. Past performance of any product described on this site is not a reliable indication of future performance The SCM Group consists of Strategic Capital Management Limited (AFSL No. 245580 ABN 31 092 936 902), Optimal Choice Pty Limited trading as SCM Advisory Pty Limited (AFSL No. 247169 ABN 95 095 037 988) and SCM Equities Pty Limited (AFSL No. 313495 ABN: 46 124 553 224).

Investment Advisory I Portfolio Management I Economic Strategy I Research I Wealth Management


Your wealth creation objectives are unique. They are developed around your individual situation, the capital you have to invest and the target returns you need to achieve. Preserving and protecting capital is essential. Playing an equally important role is daily cashflow management, your exposure and tolerance to risk and how assets and superannuation will contribute to long-term wealth management.

Team Based Approach = Strength of an institutional fund manager with the personalisation and flexibility of a directly advised portfolio.

Individual End-to-End Solutions = using our integrated process we tailor and develop each portfolio based on the client’s target objectives, managing everything from daily cash movement through to long-term wealth management.

PROCESS

your individual goals and targets are central to our entire process. Our integrated framework has governed our investment methodology for over 15 years.

PEOPLE

Trust

SERVICE

You need a full service solution, an end-to-end partner that will deliver now and in the future. Welcome to Strategic Capital Management.

Process Driven Investment Services the process begins by establishing your financial situation in detail and developing target objectives with your client relationship manager. during this process individual targets and expectations will set the foundation for the wealth creation framework.

Client goals and targets Integrated Teams = diversity of Intellectual Expertise and Analytical Methodology eliminates the risk for personal bias and knowledge gap that often occurs with single advisor relationships.

Selecting a wealth creation partner is a big decision.

the return target is central to portfolio creation and to

Integrated Systems = Ongoing monitoring and adjustment of each clients portfolio using tactical asset allocation and portfolio optimisation tools. Research intelligence insights provide an ongoing foundation for seeking opportunistic strategies and decision-making support.

achieve the best ongoing outcomes we monitor and adjust your portfolio using tactical asset allocation and portfolio optimisation tools. By managing the portfolio from an absolute return perspective we can effectively align risk tolerance to your individual expectations and focus on risk adjusted returns. Our team employs a system of strategic considerations

OUTCOMES

when developing your portfolio including:

• Direct ownership of domestic and international equities and bonds • Capital preservation • Tax aware direct investment

300

• Risk budgeting and tolerance

250

• Incorporating multiple financial disciplines within a single structure

200

• Research intelligence

150

100

SCM Australian Portfolio

ASX 300 Acc. Index

Base-line of 100 on 01/07/01. Past performance is not indicative of future performance. Source: ASX and SCM Group.

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50 07/02

A high level of trust in our people, service, process and outcomes has established a foundation of strength and stability that reflects in our performance and growth. the performance of our investment methodology has been proven to support our clients when it matters most.

07/01

Performance

SCM Australian Equity Portfolio vs ASX 300 Acc. Index Cumulative

End-to-End Solutions We offer a boutique full service suite of Investment Advisory Services. Our fully integrated process provides you with an individual, end-to-end solution managing everything from daily cash movement through to long-term wealth management. Investment Advisory: understanding your financial situation in detail and developing recommendations that are aligned with your target objectives. Portfolio Management: Ongoing assessment and re-adjustment of your portfolio ensuring it is performing in alignment with your individual objectives. Financial Structuring: Setting the foundation of your capital to protect and preserve your wealth. Estate Planning: Organising your affairs to protect your beneficiaries and assets now and in the future. Superannuation Advice: Strategic advice helping you to effectively manage your superannuation at various transitional stages of your life to satisfy short and long term objectives. Risk Management: Identifying your exposure to risk at various life cycle stages and employing strategies to reduce the potential for loss. Research: developing meaningful research insights that help you to make informed decisions.

Strategic Capital Management Equities  
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