Performance . Safety . Consistency

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Streamlined Fully Managed services

Enhanced through quality-focussed analysis & education

Investor Unity Clients prioritise:


From account structures &  partnering brokers – to macro & micro market risk management – protection against large losses is first and foremost at all times:

  • No high-frequency/algorithmic trading is engaged in
  • Funds remain in your account, not ours, in a top-tier Australian/global bank
  • Itself holding all necessary ASIC regulations, Investor Unity partners only with the very largest, most well-established and reputable Australian/global brokerage firms
  • Investor Unity is authorised only to place orders on your investment/trading account; with funds accessible to you only
  • Only the world’s largest and most liquid markets are focussed upon, ensuring the highest possible level of risk-management-precision through liquidity and gapping risk mitigation
  • Typical/standard risk per market position is just ~1% of total account balance
  • Market-risk-percentage levels can be tailored and adjusted, for clients who are more conservative (or aggressive)


Due to the fully separate account structure, Investor Unity clients at all times have:

  • Unrestricted online access to account funds
  • Online transfers to nominated cash accounts are typically processed within 24 hours
  • Unbeatable levels of transparency, with;
  • 24/7 live/real-time/instant viewing of all current and historical market positions
  • Desktop/PC and mobile/tablet platforms; including live-market charts and data (at no charge)
  • Daily activity statements emailed; with custom, detailed statement reports available online
  • Direct phone/email communication with the Investor Unity trading desk and strategy manager

Beyond pure returns, Investor Unity clients seek maximum consistency and longevity through careful aversion of all unnecessary risk.

Our overall approach is a conservative and defensive one, with high-risk events and periods of exceptional potential volatility simply avoided. Unlike traditional managed funds, IU is not averse to simply staying out of the market, in cash, during times of unfavourable levels of uncertainty (i.e. risk vs reward).

Standard risk-settings see just ~1% account-risk allocation, per trade, to only the world’s largest (with liquidity ensuring better risk-management potential) markets. Nonetheless, some clients prefer either a more aggressive or (in some cases) an even more conservative approach.

As such, a key and very unique benefit of our Managed Service is its adjustable risk settings; meaning that clients can not just tailor to their risk-preferences, upon joining the service, but they can also have us adjust it for them – at any stage – as simply as by calling or sending an email.

A detailed performance-report calculator can be found in the (free) Member’s site. This allows for historical performance calculations, based upon initial-deposit-size and desired risk setting.

Short Explainer video: Tailorable, Risk-Relative Performance

Click to access details and calculator:

RSVP ONCE ONLY, FOR ACCESS TO ALL:
Events overview:
2018-07-24
  • Lessons From The Masters

    2018-07-24 @ 7:30:00 PM8:30:00 PM
    IU.com.au/members

    Description:Introducing a brand new education initiative from Investor Unity: the Lessons From The Masters series, wherein we’ll share key insights from the industry’s true Hall Of Fame.

    We’ll be covering:

    ▸ Using long-term strategies, balanced with short term, to achieve your goals

    ▸ Diversifying across major market types; including local + global equities, commodities and currencies

    ▸ Risk-aversion, achieving consistency, and avoiding all-too-common pitfalls

    ▸ Combining methods of analysis, to optimise timing and capital allocation

    These and much, much more over the course of the series, which will be readily available as both live and recorded presentations – for clients and guests alike.

    Thanks again,

    Adam La Vars

    02 8007 4440
    Skype: Investor.Unity

    ➤➤ SAVE OUR EVENTS TO YOUR CALENDAR

RSVP ONCE ONLY, FOR ACCESS TO ALL:
QUICK EVENT RSVP
Events overview:
2018-07-24
  • Lessons From The Masters

    2018-07-24 @ 7:30:00 PM8:30:00 PM
    IU.com.au/members

    Description:Introducing a brand new education initiative from Investor Unity: the Lessons From The Masters series, wherein we’ll share key insights from the industry’s true Hall Of Fame.

    We’ll be covering:

    ▸ Using long-term strategies, balanced with short term, to achieve your goals

    ▸ Diversifying across major market types; including local + global equities, commodities and currencies

    ▸ Risk-aversion, achieving consistency, and avoiding all-too-common pitfalls

    ▸ Combining methods of analysis, to optimise timing and capital allocation

    These and much, much more over the course of the series, which will be readily available as both live and recorded presentations – for clients and guests alike.

    Thanks again,

    Adam La Vars

    02 8007 4440
    Skype: Investor.Unity

    ➤➤ SAVE OUR EVENTS TO YOUR CALENDAR

“It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”
- George Soros
“You’re looking for three things, generally, in a person… Intelligence, energy, and integrity…

And if they don’t have the last one, don’t even bother with the first two.”
- Warren Buffett
“Don’t think about what the market’s going to do; you have absolutely no control over that.

Think about what you’re going to do if it gets there."
- William Eckhardt
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
- Charlie Munger
"If you're missing an edge, there is no reason to play."
- Blair Hull
“Wide diversification is only required when investors do not understand what they are doing.”
- Warren Buffett
“The underlying principles of sound investment should not alter from decade to decade, but the application of these principles must be adapted to significant changes in the financial mechanisms and climate.”
- Benjamin Graham
“Generally, the greater the stigma or revulsion, the better the bargain.”
- Seth Klarman
“A good solution applied with vigour, now, is better than a perfect solution applied ten minutes later.”
-General George S. Patton

This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications.

Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Other risks are also invloved, some of which are listed at www.iu.com.au/risk, which should be read. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.