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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Palmer Investment Management

Two main choices have always faced traditional investors: either manage your investment portfolio yourself, or outsource to a fund manager in the form of a ‘managed investment portfolio’ or ‘mutual fund’

If you are the first type of investor, you need the sophisticated skills of the investment professional together with the considerable amount of time needed to grow, manage and administer your portfolio. In addition, you need forensic research to guide your decision-making. For most, these self-imposed tasks carry risks and pitfalls and are expensive.

If you are the second type of investor, you face the reality that fund managers generally ‘bundle’ your dollars with those of many others, as you are buying ‘units’ in a trust fund rather than having direct ownership of the underlying securities. This can be expensive due to the high (and often hidden) costs resulting from a multi-layered structure.

In short, bundling ignores your personal preferences and circumstances and you become one of ‘the trivial many’ instead of ‘the critical few’.

Therefore, we are pleased to offer you both our Palmer Managed Discretionary Account and Palmer Separately Managed Account.

For more detail on these products, please click on the links above or view our video.


Why Joseph Palmer & Sons?


Whether we are managing your personally tailored portfolio or if you are using one of our core portfolios, you will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the ‘safe hands’ of the experienced team at Joseph Palmer & Sons.

For more information on the Palmer Discretionary Account, or on any of our other investment services, please call us on (02) 8224 3324. Even better, come in for a chat over a cup of coffee if you have the time. We would be very pleased to meet you.

Contacts

 
Malcolm Palmer

Malcolm Palmer

Managing Partner - Sydney Office

Allan Furlong

Allan Furlong

Manager Investment Advisory Services - Sydney Office

Rodney Horin

Rodney Horin

Director - Melbourne Office

Alex Moffatt

Alex Moffatt

Director - Melbourne Office

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Investment & Economic Review October 2020

15 Oct 2020

More than half a year has passed since the global pandemic wreaked havoc in societies and financial markets worldwide. Regrettably, the virus remains virulent so has slowed the pace of economic recovery and caused a multitude of social implications to remain prominent. The path towards a vaccine seems promising, with more than 130 projects globally, funded almost limitlessly, with accelerated clinical trial processes. A rapid rebound in consumer confidence and associated economic activity is expected should a successful vaccine become widely available.

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Wisdom

9 Oct 2020

An ambitious young man asks his financially well-off grandmother on what basis she attributes her success. 'Good judgment', she replies. He follows up with 'and how do you get that?' 'From experience', she says. Not fully satisfied, he asks how she got her experience? 'From bad judgment' is her final word on the matter.

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