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Private Investment Strategy and MLC CPI Plus

An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How does the PIC offer differ from normal portfolio design and management, Why MLC have created the new CPI Plus portfolios, Many retirees have been relying on returns from cash and term deposits and with interest rates trending lower, how can they maintain reasonable returns without compromising their capital?

 

 

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