M3 Investment Group

Building a future together

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

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 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 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 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 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.