Professionally managed investment portfolios designed around your objectives, risk profile and long-term investment goals. Available through approved investment platforms including Mason Stevens and BT Panorama.
A Managed Discretionary Account (MDA) allows your portfolio to be professionally managed within an agreed investment mandate. This enables investment decisions to be implemented efficiently while ensuring your portfolio remains aligned with your objectives, risk profile and long-term investment strategy.
Successful investing requires a disciplined portfolio strategy that considers how each investment contributes to diversification, risk management and long-term outcomes.
Rather than viewing investments individually, we manage portfolios as a whole, continuously monitoring asset allocation, market conditions and investment opportunities to ensure they remain aligned with your agreed investment mandate.
Supported by disciplined research and active portfolio management, our MDA and SMA capabilities provide investors with ongoing professional oversight while allowing portfolios to adapt efficiently as markets evolve.
FAQ & Key Services:
Why Managed Portfolios?
Managing an investment portfolio involves more than simply selecting investments.
Markets change, opportunities evolve, and portfolios require ongoing monitoring to remain aligned with long-term objectives.
Our managed portfolio solutions provide investors with professionally managed investment strategies supported by disciplined research, active investment management, and continuous portfolio oversight.
Managed Discretionary Accounts (MDA)
A Managed Discretionary Account allows professional investment managers to make investment decisions within an agreed investment mandate without requiring client approval before every transaction.
This enables portfolios to be managed efficiently while remaining aligned with the client’s agreed objectives, investment strategy and risk profile.
Clients retain beneficial ownership of their investments while benefiting from ongoing professional portfolio management.
Our Investment Process
Every managed portfolio follows a disciplined investment framework. Every investment decision is made within the client’s agreed investment mandate and risk profile.
Our investment process combines:
- Strategic Asset Allocation
- Tactical Asset Allocation
- Active portfolio monitoring
- Ongoing portfolio rebalancing
- Risk management
- Diversification
- Liquidity management
Investment Capabilities
Our model portfolios provide diversified exposure across a broad range of investment opportunities. Each portfolio is constructed within defined asset allocation ranges appropriate to its investment strategy and risk profile.
Investment capabilities include:
- Australian Equities
- International Equities
- Fixed Income
- Floating Rate Securities
- Property
- Exchange Traded Funds (ETFs)
- Managed Funds
- Alternative Investments
- Private Credit
- Private Equity
- Infrastructure
- Cash & Defensive Assets
Active Portfolio Management
Investment management continues long after a portfolio has been established.
Portfolios are monitored continuously and may be rebalanced as market conditions change, ensuring they remain aligned with their investment objectives and risk parameters.
Tactical adjustments are made where appropriate while maintaining the integrity of the agreed investment strategy.
Model Portfolio Range
Our diversified model portfolios are designed to meet a range of investment objectives and risk profiles. Each portfolio is professionally managed by B. Moses Asset Management under the oversight of B. Moses Investment Management, combining disciplined research, active portfolio management and ongoing investment oversight.
Our current portfolio strategies include:
- Diversified Income
- Core Diversified
- High Conviction Growth
- Global Equities
- Moderately Conservative
Governance & Oversight
Every managed portfolio operates within a clearly defined governance framework.
B. Moses Investment Management Pty Ltd (AFSL 561673) acts as the licensed Managed Discretionary Account Operator.
B. Moses Asset Management Pty Ltd has been appointed as Investment Sub-Adviser and Model Portfolio Manager, providing research, portfolio construction and ongoing investment management, while BMIM retains ultimate legal discretion and regulatory responsibility for every MDA.
