IU is a specialist Australian firm, launched in 2012. Our core service is our Managed Strategy Portfolio.
Those seeking a tailorable & reliable, hands-off investment are able to establish a fully independent brokerage account, separately from IU, with funds secured through National Australia Bank.
Once established, the client account can then can be synchronised to the managed portfolio.
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 too hard to find, due to the highly self-interested nature of the industry.
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 was formed 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 without commitment of any kind can 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, being licensed in Securities & Derivatives, under ASIC Regulatory Guidelines since 2006.
Our core business is the development and ongoing refinement of strategies for our Managed Strategy Portfolio service (MSP), which intended for consideration by those seeking a tailorable & reliable, long-term investment.
Since inception, our approach has not only weathered all major market turmoil and equities market ‘crashes’, but has provided our clients a far smoother growth curve than typical, off-the-shelf funds.
By industry standards, we consider our approach conservative, and assure clients that they can (at minimum) expect precise risk controls – along with an investment which provides true diversification, having no reliance upon a positive economic environment.
Nonetheless, terms such as ‘conservative’ and ‘aggressive’ are highly subjective; being specific to the individual client.
Therefore, MSP can be employed at tailored performance levels. This allows a client to simply request a higher/lower level, which thereby increases/decreases both their risk and reward potential (without changing the strategy itself).
Custom settings can be adjusted at any stage, with many clients preferring simply to begin at moderate/conservative levels.
A large portion are retirees or those nearing. Most clients prioritise risk-management, security of funds, transparency and access to cash withdrawals.
For the sake of transparency and ongoing updates, live and archived education is provided to all Members, with Guest membership being free and open to all.
Despite any ASIC accreditation, we have no access to client funds. Client funds are deposited directly to a partnering broker.
Clients authorise the connection of their account to the master portfolio, for synchronisation purposes only. This does not provide access to client funds, under any circumstances.
Our primary partners are top-tier brokers only, holding client funds in segregated client trust accounts, under maximum protection of ASIC client money laws.
In most cases, the broker application process is 100% digital, and takes some 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 buy/sell orders according to the strategy portfolio.
MSP has no establishment, management, subscription, data or software fees. MSP clients pay for their trades only. Rates can vary, depending upon the broker, but are less than 1.5x the broker’s standard rates.
For the sake of optimal 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.
The suggested minimum for the Managed Strategy Portfolio service is $5,000 (AUD/equivalent).
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.
To remind and be clear – IU Membership is 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:
No SPAM, no sales-people, no nonsense – guaranteed.
INSTANT GUEST MEMBERSHIP ▸ FREE FOREVER
ACCESS EVENTS, EDUCATION & MORE
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