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FREQUENTLY ASKED QUESTIONS

FAQs

These FAQs pertain mostly to general topics. To learn more about specifics relating to the market, approach and more, there are better options; such as:

  1. Contact us here – or message us in the lower-right corner
  2. Book a time to talk in detail – click here, or message in the lower-right corner
  3. Join as a Guest Member and/or for the IU Academy (free – here)
  4. Join our Telegram channel for ongoing, priority updates (free – here)

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:

A) Cost
B) Obligation
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:

1) Contact us here – or message us in the lower-right corner
2) Book a time to talk in detail – message in the lower-right corner
3) Join as a Guest Member and/or for the IU Academy (free – here)

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