CARE Investment Philosophy Details
CARE is what happens when you combine good investor behaviour with smart, extensive, research-based decision making.
The CARE Investment Philosophy was created to give you the peace of mind that comes from knowing your financial future is secure without you having to be involved in every detail, and to help you avoid making poor investment decisions based on unfounded emotion.
CARE can be split into four unique aspects, or buckets, that work together to secure your financial future while ensuring you’ll never have to worry about your money.
What does it stand for?
Core Investments
Active Investments
Reserves
Enhanced Returns
The CARE Investment Philosophy is:
- Designed to weather market fluctuations
- Aimed at growing your wealth for the long term
- Designed to grant you the peace of mind that comes from knowing your financial future is secure
- Overseen by a team of expert Australian financial professionals with over a century’s worth of combined experience
- More than an investment strategy; it’s the foundation of a community of like-minded individuals.
By investing with CARE, you’ll gain access to these individual services:
- Quarterly economic updates with Emmanuel Calligeris
- An annual CARE lunch where you’ll be able to meet the members of the CARE Investment Committee
- Regular Investing With CARE seminars
- Those with over $1 million invested in CARE will receive a personal invitation to half-yearly economic updates
- These benefits are all available in addition to the support offered by your team of financial experts at Fruition Wealth
The Investment Committee
Emmanuel Calligeris
Emmanuel is the Chairman of the CARE Investment Committee and holds a degree in Economics and previously had 20 years’ experience as Chief Investment Officer for OnePath Investments, responsible for $13 billion of funds under management.
Rob McGregor
Rob was a founder of GPS Wealth, has developed the CARE Investment Philosophy over the last 15 years and successfully managed $100m in clients’ funds during the GFC.
Grahame Evans
Grahame is the Risk and Compliance member of the CARE Investment Committee. Grahame brings over 35 years of financial service industry experience.
Dr. Mark Brimble
Mark is an independent member of the CARE Investment Committee. Mark holds a doctorate in capital markets and is keenly interested in investor behaviour.