The UGC Securities team are experts when it comes to attracting long-term opportunities for investment, both in Australia and internationally.
Our securities advisers scan the world to find appealing long-term investment opportunities, conducting in-depth research and analysis and making timely recommendations to position you for strong profit potential.
If you are new to making big investments, we’ll work with you to design and implement the best investment and trading strategies suitable for your specific circumstances and personal risk tolerance. Once we’ve finalised your portfolio construction, we’ll continue to actively manage your portfolio and advise you on the latest opportunities the UGC Securities team uncover.
Our predominant strategy consists of a quantitative and qualitative stock selection methodology and assessment process, as well as a defined and pre-determined portfolio management, capital allocation, risk management decision making framework and process. The strategy utilises a number of financial products including direct shares, ETFs, derivatives and leveraged products (Stock & Index CFD’s, leveraged ETF’s, Inverse ETF’s, Leveraged Inverse ETF’s, Index Futures, FX Margin, FX Cash & ETO’s).
In order to achieve the total return and income objectives of the strategy, the manager will utilise a range of income producing strategies. These include investing dividend paying and dividend growing shares, selling cash covered put options and stock covered call options. Income returns will be derived from a combination of these strategies.
Each investment selection we make is based on our proprietary Quality, Value and Trend methodology. To learn more about our unique and highly successful approach to investing in the financial markets, give us a call on (03) 8657 7640 or complete our contact form.
Please complete the form opposite to receive a FREE one hour assessment with a UGC adviser.
We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.