About MA Investment Management Pty Ltd
MA Investment Management Pty Ltd is a leading financial advisory firm that provides a range of investment management services to its clients. With a team of experienced professionals and a strong track record of success, MA Investment Management offers expert financial advice and personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and personalized solutions
- Strong track record of success
- Range of investment management services
Facts and Insights
MA Investment Management Pty Ltd has been in business for over 10 years and has successfully managed over $500 million in assets. The firm has a team of 15 advisors who are highly qualified and well-versed in various areas of finance and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 15 |
Financial Services Offered
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Financial Planning
- Tax Planning
Client Types
MA Investment Management serves a diverse range of clients including high-net-worth individuals, families, and businesses. The firm also works with institutional clients such as endowments and foundations.
Fees & Compensation
MA Investment Management charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is aligned with the best interests of its clients and motivates the team to maximize returns. The firm also has a transparent fee schedule and does not charge any hidden fees or commissions.
Background
MA Investment Management Pty Ltd was founded by Mark Anderson, a seasoned financial expert with over 15 years of experience in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to the highest standards of ethical and professional conduct.
Financial Advisor Disclosures to Know
As a registered investment advisor, MA Investment Management is required to disclose any potential conflicts of interest and past disciplinary actions. The firm has a clean record and places utmost importance on transparency and trust in its client-advisor relationships.