Portfolio Manager
We do everything for you, but you retain control at all times.
Portfolio Manager allows traders and investors to establish an account in their own name or in the name of a chosen entity and have an experienced and dedicated team manage it for them, whilst still retaining full control over each transaction should they wish to do so.
Overview
Our overwhelming feedback is that this service has real appeal compared to what is available in the market today.
In essence, we do everything for you while you can choose the level of involvement you wish to have. Your account is visible to you in real time, and you can ask questions on strategy or stock-specific tactics or whatever you require to feel comfortable. We are required to gain your approval (via email or SMS) for each transaction, so you retain control over what is happening in your account.
It must also be noted that trading in the stock market involves risk of losing money. Investors and traders can take numerous steps to mitigate such risks with a clear plan, clear targets, entry & exit prices, and strong support from an experienced team. Garry utilises multiple strategies to manage risk in your account.
Portfolio Results
These results are from an actual member account and have been approved for display by thorough compliance analysis.
*Past performance should not be taken as an indicator of future returns.
Jul - Dec 2024
FY24
FY23
How does it work?
- Your account is established with Interactive Brokers, and managed by the oustanding team at VFS Group
- You join a subscription service run by Garry Davis. He provides research and recommendations to VFS Group, who will contact you directly to approve every transaction via email or SMS
- You may request transactions of your choice also for VFS to make on your behalf
- Why VFS Group? Simply put, they are able to facilitate your account and provide a level of advice and support which is outside Garry's mandate
- This structured approach and team management ensures the absolute highest level of service, accountability and expertise that we can provide, and we believe the results above speak for themselves
Vertical Capital Markets, ABN 11 147 186 114 trading as VFS Group, is the holder of AFSL 418 418. A financial services guide is available from the VFS Group website: www.vfsgroup.com.au and should be considered before deciding to deal in VFS Group equity products.
Your account
- Visible to you in real time at all times
- Reporting is highly detailed covering every aspect of each transaction
- $100,000 minimum for Australian and US shares
About Garry Davis
Garry has been trading and investing in financial markets since before the 1987 market crash, and in the past 20 years has personally mentored thousands of students.
His research and portfolios extend to both the Australian and US stock markets, and his extensive career experience provides insights very few possess.
More about GarryIf you want to know more...
Garry Davis (AR No:317590) is an authorised representative of Primary Securities Ltd (AFSL No. 224107). The information presented is general information only. Any advice is general advice only. Neither your personal objectives, financial situation or needs have been taken into consideration.