General Advice & Execution
How it Works
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.
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.
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.
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.
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 much does it cost for your services?
We only charge a brokerage fee for executing the trade, there are no other fees.
We charge $6.60 per contract. On a $10,000 exposure and depending on the market, a bull put trade usually consists of about 4 contracts or $26.40.
As an example, CommSec charges $34.95 per trade (2 trades in one bull put) which means to execute through them, with no advice, costs $69.90.
The reason we can bring such low rates for the advice we are giving is because we have dozens of clients executing the same strategy - this allows us to efficiently scale and bring down the commission.
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.
You will be sent an email and SMS with the full details of why we are giving that advice as well as the risk parameters so that you are fully aware of the risk been taken.
You simply have to reply to the email or the SMS to approve the trade. You can call us at any time to discuss the trade before it is placed.
As the trade can only be placed at your discretion, if you don't feel comfortable, simply ignore it and the trade will not be placed.
How much do I need to invest?
The minimum to invest is $20,000 to ensure that we don't overleverage the account.
However, we understand that when trying something new, testing the waters first always makes sense.
With that in mind, we are able to take a select few clients with a minimum of $10,000 to test the waters first before a larger commitment in the future.
We have a limited amount of spots for this so if you are interested, please reach out as soon as possible.
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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.