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ALTA Portfolio Service
You can manage your full portfolio of funds, stocks, options, and even track your investment changes real time. All of your changes when you trade or transfer will reflect in your portfolio for easy tracking.
My Account Details
Alta Investment clients can view their account details at any time. Your account section allows you to view your account balances, track your account activity, and see your complete trading history all in one convenient panel.
Our Services
Alta provides innovative investment solutions to assist you with maximising your returns
Australian and International Shares
We provide active daily management of individual share portfolios for clients. Your investment portfolios are tailored to suit your specific needs and you have direct access to the Partners at Alta. In addition, you can view your portfolio details and investment history online at any time via our secure website.
Self-managed Superannuation
Superannuation can be an important vehicle for long-term, tax-effective wealth creation. Alta advises a substantial number of self-managed super funds with regard to investment advice, and can work with you individually to achieve your goals as quickly and efficiently as possible.
Options and Derivatives
For some clients, the selective use of options and derivatives can generate additional income, manage risk, and enhance long-term returns. Alta’s experienced advisers are ASX accredited to provide advice on derivatives and will construct a strategy aligned with your risk tolerance and objectives.
New Company Floats, Placements and Capital Raisings
We have access to a wide variety of floats and placements through our strong network of major institutional stockbrokers. As an Alta client, you will have access to these capital raisings.
Managed Funds and Hedge Funds
Alta has access to a wide range of managed funds. In particular, we employ Exchange-Traded Funds (ETF’s) where appropriate to gain cost-effective, efficient exposure to both domestic and offshore investments. Hedge funds can have the potential to provide returns in both rising and falling markets and Alta has access to numerous funds.
Our Website
Through our website you can view the most up-to-date information on your investment portfolio, details on your share transaction history, and information on any unsettled trades. You can also create a personalised watch list, check market depth, use charting facilities and view live share prices online – allowing you to follow the value of your choice of stocks.
The Value of Boutique Advice:
Diverse providers
Our approach results from access to diverse research and market insights, with no single provider given preference, avoiding the conflicts of interest sometimes apparent in larger organisations
Be In control
We impartially manage your portfolio to maximize growth and security while aligning with your goals. Your involvement is flexible based on your interest and availability.
Structured Approach
We collaborate with your legal and taxation advisers to create a structured plan for growing and safeguarding your wealth. Our aim is to establish an effective framework for intergenerational wealth growth and protection.
Pro-actively Managed
We address time constraints by proactively managing your investments. Taxation reporting is supplied directly to your accountant each financial year.
Focus on client interests
Your long-term interests form the basis for our advice. Our firm's philosophy is built on this partnership approach over the long term.
Expansion is not our primary aim
We serve a diverse clientele, including Family Groups, Executives, Companies and Self-Managed Superannuation Funds. The long-term success of our clients is fundamental to our business.
Talk to an Alta adviser
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