IU is a specialist, Australian firm, launched in 2012. Our core service is our Managed Strategy Portfolio service.
Those seeking a tailorable & reliable, hands-off investment are able to establish a fully independent brokerage account, separately from IU, with funds secured through Westpac, which then can be synchronised to the managed portfolio.
For those who wish to take a hands-on approach, we provide focussed analysis, education & consultancy across local and global markets.
Since I first ‘officially’ began my Financial Markets career in 2006, becoming licensed in Securities & Derivatives (under ASIC Regulatory Guidelines 146), I’ve seen major developments take place; both in the markets themselves and at a technological and industry level.
Nonetheless, one constant has remained:
Clear and honest guidance is extremely hard to find in such a highly self-interested industry — while Australian investors continue to rightfully expect little more than a straightforward, factual and logical approach, in order to make the best possible financial decisions for themselves and their families.
Investor Unity Pty Ltd was officially launched in 2012, with the exact aim of overcoming these challenges, as faced by far too many.
IU is not beholden to any broker, market, strategy, firm nor approach. My exclusive focus is upon helping clients achieve their aims, beginning with the first and most crucial step of all — finding clarity.
Those looking to learn more, before committing to anything, can simply begin by joining as a Guest Member. Discover, learn, and decide how to proceed from there.
Adam La Vars
Investor Unity Founder & Strategist
IU was officially formed in Sydney in 2012, by its Founder & Strategist Adam La Vars, following a financial markets career originally beginning in 2001; being licensed in Securities & Derivatives, under ASIC Regulatory Guidelines, since 2006.
Our core business is in the provision of managed strategy portfolios – for those who are looking for a tailorable & reliable hands-off investment.
Alternatively, for those who wish to take a hands-on approach, we provide quality-focussed analysis, alerts, education & consultancy.
For the Managed Strategy Portfolio service:
By industry standards, we consider our approach to be very conservative. Our approach has avoided all major market turmoil and equities market ‘crashes’, since inception.
Ultimately, while we cannot control whether markets provide sufficient opportunities for continued profit – we can control risk, very precisely.
As such, we assure clients that they an expect very highly controlled downside risk, with strategic exposure to profit, as an absolute minimum.
Nonetheless, terms such as ‘conservative’ and ‘aggressive’ are extremely subjective; being very much personal and specific to the individual client.
Therefore, this conservative, stability-focussed approach can be employed at tailored levels on any client account. This allows a client to simply request a higher/lower level, thereby increasing/decreasing both their risk and reward potential – without changing the actual approach/strategy.
Any custom setting can be adjusted at any stage, with many clients preferring simply to begin at default moderate/conservative levels.
For self-directed clients (VIP Reports subscribers):
Most opportunities shared with VIP clients are based upon the analysis and decision-making-processes employed within the Managed Strategy Portfolio. VIP clients can then employ them at the risk levels they wish, on their own account/s.
From time to time, opportunities in the VIP Reports service will be higher risk:reward – beyond the levels employed in the Managed Strategy Portfolio. Additional emphasis upon the risk:reward considerations will be given, for these types of opportunities.
A large portion are retirees or those in preparation for. The majority of our clients seek a reliable, hands-off investment, with a focus upon long-term survivability and defensiveness. These clients prioritise risk-management, security of funds, transparency and access to cash.
A smaller portion of our clients are more risk-assertive. For them we offer the same robust approach, but with higher risk multiples applied for greater growth potential.
All clients benefit from quality-focussed education and updates, at least for the sake of transparency. Guest members have ongoing access to such, at no cost nor obligation.
For clients looking for enhanced guidance, analysis and education – we offer a VIP service providing this and more.
Despite any ASIC accreditation, we neither require nor accept (nor have any access to) client funds. Client funds are deposited directly to a partnering broker. Clients invested in a managed strategy portfolio would authorise us to connect (synchronise) their account to the master portfolio.
Our primary partners are first-tier Australian brokers only, and are the largest and most well-established of their kinds. Client funds are held in segregated client trust accounts, under maximum protection of ASIC client money laws. Funds held by partner brokers are with top-tier Australian banks, though the client is not required to directly establish any additional bank accounts.
In almost all cases, the broker application process is 100% digital, and takes 10-15 minutes to complete.
Once established, the client submits a short additional form, authorising us to connect their account. From this point, the client account receives orders along with the rest of the clients, according to the strategy portfolio.
For the Managed Strategy Portfolio, there are no establishment, management, performance, subscription, data or software fees. Managed-Strategy-Portfolio service accounts pay for their trades only. Rates can vary, depending upon the broker and amount deposited. Rates typically are less than 1.5x the broker’s standard rates.
Update: IU now offers a choice of cost-structures, in addition to the above. See MSP page for details.
Clients who wish to handle their own accounts simply pay the standard costs (no IU mark-ups), as charged by partnering brokers.
For our VIP service – which is primarily for those who wish to handle their own accounts – we charge a monthly/annual subscription; although this can potentially be waived if the client chooses to use a partnering broker for their trading.
For the sake of maximum risk-mitigation, the world’s largest and most liquid markets are favoured. This includes US equities, global equity indices, and a large focus upon major global currency markets; varying according to service type.
The suggested minimum for the Managed Strategy Portfolio service is $10,000 (AUD/equivalent).
Clients with a higher risk tolerance may start with less; with the understanding that their account may, at times, experience the same profit/loss fluctuations as a $10,000 account.
Those looking to handle their own accounts, naturally, may start with any amount they like, according to minimums set by brokers, which can range from $500 – $10,000, depending on the broker and account-type.
Since its inception, IU has a always had a strong belief in communicating ideas through education. By making full use of today’s technology, our commitment to the utmost possible transparency, and ongoing client-relationship development, can be maximised.
Guest Membership access is complimentary, 100% free of:
C) Any kind of SPAM or typical guru nonsense — guaranteed
To learn more about specifics relating to the market, approach, performance concepts, risk management and more:
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. 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.
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