(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

37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.