Investment Mackay & Moranbah

Informed Investing Advice

Not sure who to turn to for expert investment advice? Alman Partners can help you reach your financial goals. As a privately owned wealth management firm, you can depend on our highly qualified financial advisers in Mackay to guide your most important financial decisions in the right direction.

Our Investment Strategy

Most traditional investment strategies are simply a series of short-term speculative bets strung together. Overconfident fund managers, stockbrokers and property spruikers generally promote these active-management strategies, often placing their interests ahead of clients.

At Alman Partners, we take a different approach to private wealth management. Our strategies for successful investing include:

  • Diversification – We don’t believe in putting all your eggs in one basket.
  • Avoiding wealth-destroying emotions – We help you understand the ups and downs of the market, so you can become a confident, in-control investor.
  • Minimising risk – We implement Asset Class Investment portfolios for our clients and ourselves.
  • Asset Class Investment portfolios work because:
  • It’s a secure way to invest your nest egg, so that you have a high probability of achieving your goals.
  • It’s a disciplined and structured approach and takes the guesswork out of investing money.
  • It’s founded on academic research and is designed to capture every competitive edge possible in volatile markets.
Where the thinking comes from

Innovations in financial markets research over the last fifty years, are the keystone of a belief system that guides Alman Partners’ approach to investing. Today, the investment industry takes for granted the calculation of rates of return, and the availability of comparative universes for professionally managed funds. But before the mid-1960s, there was neither a generally accepted way to calculate a total return, nor a way to compare the returns of different funds. This all changed with the advent of computers and the collection of data for mutual funds as well as for individual stocks and bonds.

Rigorous testing by financial economists of that seminal era led to the development of asset pricing models to evaluate the risk/return characteristics of securities and portfolios. It also led to a theory of market efficiency, that suggested excess returns were only achievable by taking on above-market risk. Studies documenting the failure of active managers to outperform market indexes gave rise in the early 1970s to passively managed index funds that relied on capital markets as the source of investment returns.

Further research and data compilation over several decades led to the identification of the multiple equity asset classes and risk dimensions that form the basis of Alman Partner’s strategies.

Asset Class Investor Group (ACIG)

Along with 9 like-minded firms across Australia and New Zealand, Alman Partners are members of the Asset Class Investor Group (ACIG). Through knowledge and experience sharing, this group of highly-skilled financial planning firms meet regularly to develop and implement the best strategies for their client base using the latest innovative market research.

Press Releases & Articles
March 11, 2019
Teneale Laister: Women in Business

Alman Partners have some pretty inspirational women in our team. To celebrate International Women’s Day […]

July 18, 2018
Financial Adviser – Mackay QLD

  As a Financial Adviser looking for a long-term career move, the major benefits of […]

March 5, 2018
Mackay finance star wins national gong

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Dimensional Fund Advisors
Financial Planning Association
ASIC MoneySmart
ATO Finding lost or ATO-held super
Macquarie Group
The Mackay Community Foundation
Investment Mackay