Sentinel offers a range of different stockmarket investment portfolio options to suit different investor preferences.
Clients can choose whether they want to:
- Tailor and maintain a portfolio themselves (with Sentinel’s help and advice), or
- Have Sentinel manage the portfolio on their behalf.
Clients can then further select the primary types of investment to use within their portfolios. These can be broadly broken down into two main types of investments:
- "Self-managing" or "Grouped" Investments (such as Exchange Traded Funds), or
- Individual Companies/Shares
It is worth noting that Sentinel is able to deliver its services for both direct holdings (eg individual, SMSF, trusts, companies) and also for retail superannuation.