First Point Asset Management

WEALTH – KNOWLEDGE - TRUST First Point Asset Management, co-advised by JANA and Brad Matthews Investment Strategies, is an investment services organisation opening its bespoke multi-asset investment solution capability to financial planners, accountants and the broader public via access to the First Point Managed Accounts (FPMA) specifically tailored to your investment requirements. Our investment team combines the unique skillset and collaboration of five highly experienced investment professionals - Sam Robson, Brad Matthews, Toby Lewis, Michael Karagianis & Vessela Tasker to manage a suite of Multi-Asset portfolios on behalf of clients comprised of direct Australian shares, ETF’s and Managed Funds. Our goal is to meet investors objectives by providing a robust investment framework via actively managed and professionally run portfolios that combine all attributes known to deliver value ranging from high-level top down macro analysis to bottom-up stock picking. The investment team brings over 80 years’ of combined experience across investment research, asset allocation, portfolio construction and investment governance to provide a robust bespoke investment solution and value to clients. First Point Asset Management offers multi-asset portfolios across a set of separately targeted models- First Point Australian Equity Model - First Point High-Growth Model - First Point Balanced Model - First Point Conservative Model Our managed account portfolios consist of- Australian Equities – Larger Companies Direct - Australian Equities – Mid & Smaller Companies - Global Equities - Fixed Interest - Property & Infrastructure - Alternatives To find out more, call us on (07) 5449 or email info@firstpointwm.com.au.