(08) 9381 4444 rstark@smrspl.com.au

Investment Philosophy

Self Managed Retirement Systems are not active stock pickers and do not make our remuneration based on commissions received from trades, we are not active managers who constantly turn over a portfolio for our own benefit.

We are investment managers, not speculators!

We are a passive investment advice firm that invests your money according to our Investment Philosophy, which has our client’s best interests at heart and sound and proven research to back it up.

Our investment philosophy and portfolio construction methods are based on the following key economic principles:

  • Capital markets work and build wealth over time
  • It’s time in the market, not market timing
  • Risk and return are related
  • Diversification is essential
  • Markets are efficient at pricing and reflect value and information accurately and quickly

ABN 14 054 013 857 | Financial Services Guide |  Privacy Policy

Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.