M3 Investment Group
M3 Investment Group is an Australian owned investment 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 building technologies that identify investment opportunities in the ASX. We use Artificial Intelligence and algorithmic quantitative models to uncover opportunities in the stock market. Our mission is to become the most technologically advanced investment firm globally and revolutionise the wealth management industry.
M3 clients include family and corporate trusts, SMSF’s, individuals and institutional portfolios.
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
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 will conduct an unbiased, in-depth review of your current stock positions using our proprietary AI Quant technology which has been developed, tested and validated across different market cycles. Using sophisticated algorithms and Neural Networks, the M3 AI Model has been programmed to systematically learn from every investment decision.
Your dedicated adviser will also provide a valuation of each company based on its growth prospects weighed against its downside risks in the short, medium and long term.
Step 02: Portfolio Rebalancing
We will manage your portfolios by evaluating its net risk and sector exposures. We aim to rebalance portfolios into sectors that we believe have the highest risk-adjusted upside potential and provide investment opportunities accordingly. Our goal is to help you capitalise on sector rotations ahead of the market and avoid companies with unacceptably high risk exposures.
In a typical market environment, portfolios will generally include long-term core holdings balanced with high conviction, short to medium term opportunities.
Step 03: Proactive Management
Our proprietary AI Quant technology runs 10,000+ simulations daily using 150+ unique data points, allowing us to proactively de-risk or capitalise on predictive market movements and rotations.
Your dedicated adviser will actively monitor your portfolios and provide you with precise, timely recommendations and updates.
Step 04: Activity Reports
Quarterly, semi-annual or annual reports can be provided. Online login details to your trading account will also be provided, which will allow you to track your portfolio performance regularly. Activity statements can be arranged upon request.
Please contact one of our consultants on 02 8068 4722 for full information.
Client Testimonials
After years of disappointing returns with a well-known broker and a wealth management company, I spoke with numerous advisors and brokers about my share portfolio. However, none gave me a compelling reason to switch since I didn’t see the advantage of being with a broker that used a common approach. Then I discovered M3 Investment Group. I was immediately attracted to their unique approach to making investment decisions & M3 quant models that provides an edge that the others couldn’t match. Performance has been better than expected and they have also demonstrated the ability to be conservative when required.
I have known Gabriel since he took over the management of my share portfolio in 2016, and I have to say it’s been a very profitable decision. Through his trading strategy, he has delivered on what he thought my investment return would be and the value of my portfolio has grown substantially. His advice is clear, concise and accurate. Highly recommended.
Gabriel has achieved a very strong performance on a portfolio of shares he has recommended to me. Gabriel is very considered in his approach and he obviously has an excellent level of knowledge of the ASX market. Gabriel is a very approachable person and he is not in any way pushy or demanding in his dealings with me. The overall set up with M3 is quite easy to manage and communications are always very good. Gabriel always keeps me updated and I was very pleased when he correctly sold out of a holding – advisers often only know how to buy! Gabriel is very personable, and we have had lots of healthy discussions on the portfolio. I have full confidence in Gabriel’s ability to advise of good stock buys and proof has been in the outstanding performance of my portfolio fully recommended by Gabriel.
M3 Investment Group began managing part of my portfolio during 2020 and I have been so pleased that I have been recommending him to colleagues. I like the way Gabriel keeps me informed, explains the reasons for his recommendations and acts swiftly. He does things that I couldn’t possibly do and appears to be unemotional in trading decisions. I feel as if I am in good hands and I can’t ask for more than that.
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 across multiple fields and possess a multitude of skills, ranging from equity research, portfolio management, quantitative data analysis and software development. Our experience extends from global institutional banks to the more specialised investment firms and we pride ourselves in our ability to think differently.
Gabriel has over 12 years experience in portfolio management of listed equities, stockbroking and financial analysis. Combining his passion for mathematics and technology, Gabriel has dedicated his career to incorporate quantitative theory with computer science to develop investment processes for financial markets.
With over 11 years experience managing investment portfolios for high net worth private clients, superannuation funds and institutions, Gabriel develops long lasting relationships built on trust and consistency.
Gabriel is a fund advisor to a NSW based non-profit organisation and is a member of its Finance Committee.
Gabriel holds a Bachelor of Applied Finance and Bachelor of Economics from Macquarie University and was awarded the Macquarie University Merit Scholarship for Academic Excellence.
Sebastian has over 8 years experience in portfolio management of listed equities, stockbroking and corporate FX. Prior to working at M3, Sebastian managed corporate clients in institutional FX at a multinational financial services firm based in London.
Sebastian has a strong passion for equity and commodity markets and has extensive experience in managing portfolios for high net worth private clients and superannuation funds. Sebastian holds RG146 Qualifications in Securities and Managed Investments.
Emmanuel has over 20 years experience executing business and marketing strategies for corporate clients that span small-medium sized enterprises, to multi-billion dollar conglomerates. With a strong attention to detail and creative flair, Emmanuel has a passion for executing commercial strategies while maintaining the core values and identity of a business.
With a wealth of experience in successfully managing key client accounts and executing on deliverables, Emmanuel is passionate in maintaining a high level of customer service and accountability within the culture at M3.
An apt problem-solver, Aston specialises in finding solutions using his expert knowledge of machine learning and data science. Skilled in multiple programming languages and quantitative data analysis, Aston has spearheaded many projects pertaining to Neural Networks and predictive pattern recognition models, and draws upon this experience to further develop the predictive quant models implemented at M3.
Aston has completed his Masters of Data Science at University of Sydney and also holds a Bachelor of Business Analytics from Macquarie University.