Managed Discretionary Account (MDA)
Limberg Asset Management offers clients the ability to invest through our MDA investment program. The benefits of a MDA investment program include:
- Providing discretion to Limberg Asset Management to use our expertise, knowledge and resources to make investment decisions on your behalf.
- An efficient way to invest enabling us to execute trades on your portfolio in a timely manner. This will allow us to execute trades on your behalf when timing is critical or price sensitive announcements demand immediate action.
- Complete transparency is provided by online daily reporting and confirmation of every transaction.
- Full tax reporting is provided to the client and their accountant.
- Beneficial ownership of the assets are held by the investor under a holder identification number (HIN) with a broker.
- Limberg Asset Management can provide customised investment solutions to meet you investment needs.
Download a copy of the Limberg Asset Management MDA Agreement here.