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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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Blog Articles

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Investment & Economic Review January 2022

18 Jan 2022

There has been more uncertainty and trepidation in the last two years than any period in recent times, caused by the COVID-19 pandemic and all the associated health, social and economic implications. Yet investment markets performed remarkably well during most of this time, seemingly favouring the longer-term growth potential, bolstered by aggressive stimulatory actions, over the shorter-term issues.

[ Read More ]

The Next Million - Part Three

17 Jan 2022

We introduce Wendy, who has two teenage children, funds due from her late husband’s estate, not a clue about investing … and not sure whom to trust. Here we explore the way in which this intelligent woman is helped by a member of the investment staff at Joseph Palmer & Sons. The smart widow in this tale learns that good investing is a marathon, not a sprint.

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