Advice & Execution Specialists

MF & Co. Asset Management is a boutique investment firm offering Equity Capital Markets and derivative general advice & trade execution services.

We are specialists in advising and trading in Australian and US Equities, Index & Equity Options and Options on Futures.

No matter how complex your strategy or risk tolerance, we have the experience and strategies to help you reach your goals.

We Advise Investors of All Sizes

MF & Co. has strategies and execution services that deal with both High Net Worth and Retail individuals.

From large conservative SMSF investments to individuals using complex leverage derivative strategies, we have something for everyone from the low to high end of the investment risk spectrum. 

Approach

Our first consultation will involve us discussing what you require from your investments.

This can range from conservative income type strategies, complex leveraged options strategies to execution only requirements.

Once you have identified to us what you require, we will then introduce to you the services that we can provide to meet those needs.

How to Invest

The next step is to place your investment with us under advisory through one of the five partner brokers that we use. Your assets are always held under your name at the executing broker of choice. MF & Co. only acts as a broker and does not hold your investments as a firm.

Depending on your requirements and preference, you can choose from Morrison Securities, Interactive Brokers, CMC Markets, AUSIEX or Bell Potter.

 We offer both a HIN and a custodial solution to fit your requirements.

How It Works

We provide general advice on a non-discretionary basis. This means that we can only execute trades once you have given us the explicit authority for that trade. 

You can then monitor your positions either through one of our platforms or receive a daily email with your position and trade confirmations.

Products & Services

Research, Advice & Execution

We provide a range of advice and execution services that can help you achieve your investment goals.

knowledge

ASX Stock Research

Free and paid in-depth stock research on ASX listed stocks. We comb through all the data and look for the best deals on the market.

investing

General Advice & Execution

Strategies range from capital growth to income using equity and complex derivative strategies to reach your investment goals.

global Trading

US Night Trading Desk

Execution and general advice for US equities and options from 5pm to 8am. Invest in the world’s largest market while you sleep with 24hr coverage.

Quantified Trading

Free 5-Day Trading Course

Join our free 5-day course to learn how to trade like a professional using proven, backtested strategies.

Authorisations

AFSL Authorised Rep Services

Turnkey solutions for Authorised Reps (AR) and Corporate Authorised Reps (CAR). Competitive rates and flexible terms to fit your business needs. 

share disposal

One Off Share Sales

Sell your shares in a once off transaction quickly and easily without having to maintain a full trading account. Complimentary general advice.

Frequently Asked Questions

Are my investment safe?

MF & Co. acts as a broker and does not hold any of your investments or cash.

Use any one of our five reputable executing brokers (Morrison Securities, Interactive Brokers, CMC Markets, AUSIEX or Bell Potter) who will then hold your cash investments in an account under your name.

We offer both a HIN solution and a custodial solution through our executing brokers.

A Holder Identification Number (HIN) solution is unique to Australia. All investments are held under your name or an entity controlled by you.

For international investments, a custodial solution is required as the ownership structures across global borders is more complex.

How much does it cost for your services?

Since our clients have such a diverse range of requirements, our fee schedule is not a one size fits all structure.

Our fees are based on your trade frequency, size, instrument, market and general advice or execution requirements.

Please contact us for a first consultation so that we can help determine your requirements and provide you a fee proposal.

What are your returns?

Our returns vary depending on the strategy and the risk requirements of the client.

Conservatively, we have achieved from 10% up to 30% or more per annum depending on the type of strategy and risk utilised. However, past performance is no guarantee of future results.

Please contact us for example client account returns.

How will I receive the advice and how are the trades executed?

We provide non-discretionary general advice. This means that we do not place a trade without your explicit permission.

We will contact you via email, phone, WhatsApp or SMS depending on your preference with the full details of why I am giving that advice as well as the risk parameters so that you are fully aware of the risk been taken.

You simply have to give us your authorisation and any additional instructions to execute the trade through any of those channels.

As the trade can only be placed at your discretion, if you don’t feel comfortable, simply let us know and the advice will not be executed.

How much do I need to invest?

We generally don’t have a set minimum. However, some strategies are not economical if the initial investment is too small.

For example, more conservative strategies such as income generation through Covered Calls on a blue-chip portfolio generally require a large investment to make it worthwhile.

Strategies with a higher risk level such as through options spread trading can generally start with a smaller investment due to the leverageable nature of the product.

Our Options Income Strategy is designed specifically for smaller investments with a minimum of $10,000 to start.

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Contact

Get In Touch

Get in touch with us today to see how we can help you reach your goals.

MF & Co. Asset Management

MF & Co. Asset Management is a boutique investment firm offering Equity Capital Markets and derivative general advice & trade execution services.

We are specialists in advising and trading in Australian and US Equities, Index & Equity Options and Options on Futures.

Contact

Get In Touch

Australia
1300 889 603
International
+61 2 8378 7199
M-F: 8am-5pm

Suite 803, Level 8
70 Pitt St, Sydney, NSW 2000