Managed Discretionary Accounts

Maximise Opportunities, Minimise Effort

Our Managed Discretionary Accounts (MDA) are a completely bespoke, professionally managed investment portfolio where investment decision making is made on your behalf according to an agreed investment strategy.

Maximise Opportunities, Minimise Effort

Expert Portfolio Management

Leverage the expertise of professional investment managers who manage risk and adjust portfolios as conditions change.

Timely Decision-Making

Investment decisions are implemented promptly allowing your portfolio to respond to market movements and capture opportunities.

Tailored Strategies

Portfolios are constructed and managed to suit your risk profile, investment objectives, and time horizon, supporting your financial goals.

Transparency & Control

Online access and regular reporting keep you informed of transactions, holdings, and performance.

Direct Ownership

Unlike pooled structures, assets are held in your name, providing you ownership of each investment and transparency.

Comprehensive Reporting

Reports outlining portfolio performance and activity for the period, supported by an annual tax statement.

Expert Portfolio Management

Leverage the expertise of professional investment managers who manage risk and adjust portfolios as conditions change.

Timely Decision-Making

Investment decisions are implemented promptly allowing your portfolio to respond to market movements and capture opportunities.

Tailored Strategies

Portfolios are constructed and managed to suit your risk profile, investment objectives, and time horizon, supporting your financial goals.

Transparency & Control

Online access and regular reporting keep you informed of transactions, holdings, and performance.

Direct Ownership

Unlike pooled structures, assets are held in your name, providing you ownership of each investment and transparency.

Comprehensive Reporting

Reports outlining portfolio performance and activity for the period, supported by an annual tax statement.

Contact Us

Phone: (03) 8393 5820

info@cumulus-wealth.com.au

Find Us

Level 7, 330 Collins St, Melbourne
VIC 3000

Postal Address

GPO BOX 1688, Melbourne, VIC 3001

Disclosures

Financial Services Guide

Cumulus Wealth Privacy Policy

Cumulus Wealth CPD Policy

Connect

ABN 44 634 297 279 AFSL 524 450

Cumulus Wealth Pty Ltd (ABN 44 634 297 279) (“Cumulus” or “Cumulus Wealth”) holds an Australian Financial Services Licence (“AFSL”) 524 450.