It has been many a year since stock markets had any reliable degree of predictability. There was a time (though hard to believe now) when an investor could look at the road in front with reasonable confidence that, in large measure, there would be an absence of surprises; when the forward view had few twists and turns; when investment pot holes were rare. That world, at least for the near future, has vanished and will not be returning any time soon. Investors need a solution.
It is all but self-evident that investment decisions require good forward planning for success. Yet two factors frequently foil this: dubious ‘investment weather’; and volatility that all too easily unsettles markets and those who invest in them. The team at Joseph Palmer & Sons (Palmers) have been providing client solutions in this area since 1872.
Few would argue that when a firm flourishes for 145 years – and continues to attract many clients – it must be doing some things ‘right’. It is, and here in brief are a few of them.
One of the key characteristics of Palmers is that, despite its long history and heritage, it has always opened its doors to every type of investor: from the young and ambitious to the mature and conservative – to individuals, families, beneficiary estates, and self-managed super funds.
Another key element is the absolute thoroughness of the firm’s approach to its clients’ objectives: after all, while no two clients are the same, they all want positive outcomes; some accept a higher level of risk in pursuit of higher returns – others settle for moderate risk as they seek to preserve their hard-earned capital.
Thoroughness is part of the Palmer’s DNA. Two examples: the amount of deep research utilised to examine securities both in Australia and the broader international market; and the independent investment committee that conducts a well-documented, three hour, penetrating Q&A session every month with the managing partner, Malcolm Palmer, great grandson of the founder.
Palmer’s is a ‘nothing-left-to-chance’ organisation staffed by a small, dedicated team of investment professionals, most of whom have been with the firm for a long time and all of whom put the clients’ interests first.
Simply phone (NSW) 02-9233-2433 – (VIC) 03-9601-6800 – or email firstname.lastname@example.org
You’ll find a Senior Client Advisor will likely clear the mist away … and provide, as Keats went on to write, ‘a season of fruitfulness’. With a no-obligation chat, you have nothing to lose.
Disclaimer & General Advice Warning
This publication has been prepared by Joseph Palmer & Sons (ABN 29 548 490 818) an Australian Financial Services Licensee (AFSL 247067). Whilst the information contained in this publication has been prepared with all reasonable care from sources, which Joseph Palmer & Sons believes are reliable, no responsibility or liability is accepted by Joseph Palmer & Sons for any errors or omissions or misstatements however caused. Any opinions, forecasts or recommendations reflects the judgment and assumptions of Joseph Palmer & Sons as at the date of publication and may change without notice. Joseph Palmer & Sons, their officers, agents and employees exclude all liability whatsoever, in negligence or otherwise, for any loss or damage relating to this document to the full extent permitted by law. This publication is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Any securities recommendation contained in this publication is unsolicited general information only. Joseph Palmer & Sons are not aware that any recipient intends to rely on this publication and are not aware of the manner in which a recipient intends to use it. In preparing our information, it is not possible to take into consideration the investment objectives, financial situation or particular needs of any individual recipient. Investors must obtain individual financial advice from their investment advisor to determine whether recommendations contained in this publication are appropriate to their personal investment objectives, financial situation or particular needs before acting on any such recommendations.