M3 Investment Group

Building a future together

M3 Investment Group is an Australian owned private wealth management firm dedicated to building long term partnerships with our clients. 

M3 was established to bring innovation to the wealth management industry.

M3 Investment Group provides wealth management services to clients and specialise in identifying investment opportunities in the ASX. We have developed quantitative screens and momentum models which identify companies that possess strong fundamentals and display positive technical characteristics.

Our metrics are modified in accordance with the macroeconomic backdrop and sentiment indicators which we gauge. M3 client portfolios include family and corporate trusts, SMSF’s, individuals and company accounts.

M3 Values

Our core belief is that partnerships are built upon confidence and trust. As a result, the key value of M3 is to always act upon our clients’ best interests. This philosophy is inherent within our trading strategy, our client interactions, and overall service.

Strong ethics are the foundations of M3 operations. We pride ourselves in delivering the highest ethical standards towards our clients and partners, and this is central to the M3 growth model.

Services

Strategic Portfolio Management

Step 01: Portfolio Review

Step 02: Portfolio Rebalancing

Step 03: Proactive Management

Step 04: Activity Reports

Step 01: Portfolio Review

When you come on board with existing portfolios, we conduct a complete analysis of your current stock positions. We will provide our recommendations on each company’s growth potential and identify the possible downside risks that they may face in the short, medium and long term.

Our team will give a valuation of each company you are holding and then your dedicated adviser will provide a general advice on the overall portfolio.

Step 02: Portfolio Rebalancing

We will provide our general advice on portfolio structures in regards to sector composition. We will recommend the sectors of the economy that we believe to have the best outlooks and provide investment opportunities accordingly. Our goal is to help you avoid sectors with high risk exposures.

The structure of portfolios will tend to be comprised of long term core holdings blended with high conviction, short to medium term opportunities.

Step 03: Proactive Management

M3 advisers will constantly monitor client portfolios and provide you with real time recommendations and updates. We will provide investment opportunities as well as sector analysis with respect to macro-economic event risk and general trends.

Step 04: Activity Reports

Quarterly, half-yearly or annual reports can be distributed, which will allow you to track your portfolio performance regularly. We can also provide activity statements upon request.

Please contact one of our consultants on 02 8277 4515 for full information.

Our People

Our People

At M3, we invest significantly in our people and strive to maintain the highest industry standards for the benefit of our clients.

Our team are experts in the Australian stock market and specialise in portfolio management and equity analysis. Our range of experience extends from global institutional banks to the more specialised investment firms and we pride ourselves in our ability to analyse trends and interpret data efficiently.

Gabriel Yi
Managing Director | BAppFin BEcon

Gabriel’s unique portfolio management strategy targets outperformance of market indices and he brings a wealth of experience managing Australian equity portfolios for high net worth clients, SMSF’s, family and corporate trusts.