Stock portfolios
High-yield, high-growth or mixed-focus stock portfolios.
General advice and execution on equities and options, with an adviser of your own
Equity and options strategies from low to high risk for retail and high net worth investors. You get a dedicated adviser who works with you one-on-one, and you choose the partner broker that holds your assets. Advice is yours to accept or decline, and we never place a trade without your explicit permission.
- A dedicated adviser qualified in the products and strategies you need
- Your choice of four partner brokers
- Fee proposal at your first consultation
- AFSL
- 520442
- Advice
- General advice only
- Trades
- Only with your permission
- Partner brokers
- Four
Book a free consultation
General advice only. It does not take into account your objectives, financial situation or needs. Read our Financial Services Guide.
What you get
Strategies across Australian and US equities and options, matched to the level of risk you are prepared to take.
Australian and US options
Australian and US-focused stock portfolio and options strategies.
Income
Income generation through covered calls or options spreads such as Bull Puts, Bear Calls and Butterfly Spreads.
Hedging
Hedging with Bearish Butterfly Spreads, Bear Puts and Put Options.
Our advisers
Henry FungPartner Managing DirectorUS Quantitative L/S LETF Strategy
Henry co-founded MF & Co. Asset Management and has over 20 years in financial services as a trader and investor. He works on the firm's quantitative leveraged ETF strategy and on equities research.Experience20+ yearsMarketUSSpecialisationQuantitative L/S LETF StrategyQualificationsRG146, ADA1, ADA2Evan McQuirePartner Managing DirectorAU Options Income Generation
Evan is a Partner Managing Director at MF & Co. and a Level 2 Options Specialist, with over 20 years in financial services. He focuses on options income generation on Australian listed securities, including ASX exchange traded options.Experience20+ yearsMarketAUSpecialisationOptions Income GenerationQualificationsRG146, ADA1, ADA2Brad HollandHead of DerivativesAU Mid & Large-Cap Equities Focus
Brad is Head of Derivatives at MF & Co. and a Level 2 Options Specialist, with over 20 years in financial services. He works with clients on Australian mid and large-cap equities, and on derivatives strategies around large-cap positions.Experience20+ yearsMarketAUSpecialisationMid & Large-Cap Equities FocusQualificationsRG146, ADA1, ADA2Steve ConradUS Investment AdviserUS Night Desk, US Options & Futures
Steve is the US Investment Adviser at MF & Co. and a Level 2 Options Specialist, with over 20 years in financial services. He covers US options and futures, including the US night desk.Experience20+ yearsMarketUSSpecialisationNight Desk, US Options & FuturesQualificationsRG146, ADA1, ADA2Eddie AquinoSenior Equities AdviserAU Mining, Small/Mid-Cap Equities Focus
Eddie is a Senior Equities Adviser at MF & Co., with over 20 years in financial services. He focuses on Australian mining stocks and small and mid-cap equities.Experience20+ yearsMarketAUSpecialisationMining, Small/Mid-Cap Equities FocusQualificationsRG146Eason TanSenior Options AdviserAU Integrated Portfolio Strategy
Eason is a Senior Options Adviser at MF & Co. and a Level 2 Options Specialist, with over 20 years in financial services. He works on integrated portfolio strategy, including options income and position management.Experience20+ yearsMarketAUSpecialisationIntegrated Portfolio StrategyQualificationsRG146, ADA1, ADA2How it works
- 1
Free consultation
We explore your investment needs so we can recommend the right product or service.
- 2
Adviser assignment
We assign an adviser qualified in the products and strategies you need.
- 3
Investments under advisory
Move your assets under advisory at one of our four partner brokers: Morrison Securities, Interactive Brokers, CMC Markets or AUSIEX.
- 4
Advice and execution
Your adviser works with you one-on-one on your goals and builds a lasting relationship.
Your broker, your trades
Choose your broker
Move your assets under advisory at the partner broker that suits you.
- Morrison Securities
- Interactive Brokers
- CMC Markets
- AUSIEX
How trades are placed
Advice is yours to accept or decline.
- Non-discretionary general advice
- We never place a trade without your explicit permission
- Once you approve, orders are taken over the phone or by email
Fees
How fees are set
- Fees are based on trade frequency, size, instrument, market and your advice or execution needs
- Contact us for a first consultation and we will provide a fee proposal
Who it suits
It may suit you if
- You are a retail or high net worth investor
- You want equity and options strategies from low to high risk
- You want one-on-one access to an adviser
- You want to decide on every trade yourself
It does not suit you if
- You want someone to trade your account without asking you first
- You want personal advice that takes your financial situation into account, as ours is general advice only
Risks
Investing involves risk
Equities and options can fall in value and you could lose some or all of the money you invest. The strategies we advise on range from low to high risk, so ask your adviser which risks apply to the strategy you are considering. Read our Financial Services Guide before you decide.
Questions
What does it cost?
Fees are based on trade frequency, size, instrument, market and your advice or execution needs. Contact us for a first consultation and we will provide a fee proposal.
Will you trade without asking me?
No. This is non-discretionary general advice, and we never place a trade without your explicit permission.
Which brokers can I use?
Morrison Securities, Interactive Brokers, CMC Markets or AUSIEX. You move your assets under advisory at the one that suits you.
Is this personal advice?
No. It is general advice only and does not take into account your objectives, financial situation or needs.
What happens after I submit the form?
We get in touch for your first consultation, where we explore your investment needs.
Book your first consultation
Get in touch with us for your first consultation to see how we can help you achieve your investment goals.
No-obligation call with an MFAM adviser