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Dalton Nicol Reid
Dalton Nicol Reid
is a specialist, active portfolio manager. It was established in 2001, creating an independent, boutique service offering personal investment portfolios to sophisticated investors. By providing private clients, institutional investors and clients of financial advisers with superior performance and service, Dalton Nicol Reid has firmly established itself in the Funds Management and Managed Accounts markets.
As the largest Managed Account provider in the country, Dalton Nicol Reid's objectives are to achieve excellence in performance, deliver transparent, efficient, independent and quality services and build and protect the wealth of their clients.
Dalton Nicol Reid has a loyal, long-term team of professional investment managers, research analysts and portfolio managers with a combined 100 years experience. The variety of professional qualifications, work abroad, institutional funds management experience and management across all major asset classes has combined to create the depth and diversity required to consistently perform through market cycles.
Independence remains at the cornerstone of the firm's philosophy.
Portfolio Mandates
Dalton Nicol Reid portfolio mandates available under our service are:-
- Dalton Nicol Reid Australian Equities High Conviction
- Dalton Nicol Reid Australian Equities Socially Responsible
- Dalton Nicol Reid Australian Equities Income
- Dalton Nicol Reid Australian Listed Property Trust
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Disclaimer
The advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements.
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