General Advice & Execution
How it Works
Our Approach
Our Advisers specialise in providing equity and option strategies ranging from low to high risk to retail and high net worth individuals. Our goal is to provide you the right general advice and strategies to fit your investment goals.
01
Start With a Free Consultation
The goal of our first interaction is to explore what your investment needs are so that we can provide the right product or service to help you achieve your goal. Some of our strategies include:
- High yield, high growth or a mixed focus stock portfolio,
- Australian and US focused stock portfolio and options strategies,
- Income generation through Covered Call or options spread strategies such as Bull Puts, Bear Calls, Butterfly Spreads;
- Hedging strategies using Bearish Butterfly Spreads, Bear Puts and Put Options.
02
Advisor Assignment
We will review and then assign the appropriate Advisor to you to ensure that the Adviser has the relevant qualifications to cover the products and strategies that you require.
03
Place Investments Under Advisory
Our next step is to move your assets under advisory at one of our five partner brokers. Depending on your requirements and preference, you can choose from Morrison Securities, Interactive Brokers, CMC Markets, AUSIEX or Bell Potter.
04
Advice & Execution
Through our general advice or execution of your trades, your Adviser will work with you one on one to achieve your investment goals. Our goal is to build a lasting relationship between you and your Adviser.
Frequently Asked Questions
Are my investment safe?
MF & Co. acts as a broker and does not hold any of your investments or cash.
For US and international investments, we use Interactive Brokers (IB), a NASDAQ listed US$25b broker and one of the largest brokers in the world.
For international investments, a custodial solution is required as the ownership structures across global borders is more complex.
However, your assets are held beneficially under your name.
IB is stringently regulated by the SEC and all client funds are segregated and never used for working capital.
How will I receive the advice and how are the trades executed?
We provide non-discretionary general advice, which means we will never place a trade without your explicit permission.
When we identify an opportunity, we will contact you by email or phone depending on your preference. You will receive the full details of the trade, including why we are recommending it and the risk parameters involved, so you can make an informed decision before anything is executed.
To approve a trade, simply reply to the email or call us to confirm. You are always welcome to discuss the details with us before giving the go-ahead.
Because every trade requires your approval, if you are not comfortable with a recommendation you can simply pass on it and nothing will be placed.
How much do I need to invest?
The minimum investment will depend on the strategy that you are looking for, to ensure that the brokerage fees and leverage if used on the account are reasonable. Speak to one of our advisers for more information.
got more questions?
Contact
Get In Touch
Get in touch with us for your first consultation to see how we can help you achieve your investment 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