Pitcher Partners Investment Services provides independent and personalised investment advisory, financial planning and investment management and administration services to private clients, family groups, corporate and personal superannuation funds and not-for-profit organisations.
Pitcher Partners Investment Services currently serves over 170 clients with funds under advice of more than $700 million.
As a holder of an Australian Financial Services Licence, we are authorised to provide advice on a broad range of asset classes, financial products, and securities including listed securities, managed investment schemes (including managed funds), deposit products, debentures and bonds, derivatives, life products, retirement savings and superannuation products.
All of our advisors are very experienced in financial markets and hold relevant industry qualifications specialising in applied finance and investment, including the highest professional designation of Certified Financial Plannerâ„¢.
Our full-time in-house research team of three people brings a depth of market experience and the highest level of technical and analytical skill to bear in selecting and monitoring client investments.
The Investment Committee is comprised of six Partners including the firms' Managing Partner. The Partners in the committee come from the investment advisory, tax accounting, superannuation and audit divisions of the firm.
The primary role of the Investment Committee is to oversee the operations of Pitcher Partners Investment Services to ensure that the interests and investment objectives of clients are pursued in accordance with industry best practice and the professional standards of the whole Pitcher Partner's firm.
The Investment Committee authorises all investments, listed and managed, for inclusion in client portfolios. The Investment Committee also oversees the operational and procedural processes of the practice including internal compliance and administration, risk management, research and training and advisory development.
The Investment Committee seeks external advice and assistance from time to time.
The Investment Team has access to several highly qualified and experienced members of the Tax, Estate Planning and Superannuation Consultancy Teams of the firm who provide technical assistance as required for client's financial planning needs. Please click here to see an Organisational Chart of the Pitcher Investments team.
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