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About InvestorCircle

A Private Client Managed Portfolio with InvestorCircle is a professionally managed investment, providing a complete solution for sophisticated investors who don't have the time to regularly monitor their share portfolios and self managed superannuation.

Under the direction of our highly experienced and successful Chief Investment Office, Ted Szkuta, investments are tailored to focus on your investment goals are managed to maximise your individual returns

InvestorCircle's Private Client Accounts offer an exciting new alternative with tailor-made solutions, providing you with:

	A share portfolio specifically tailored to your personal financial and risk situation
	Direct ownership of shares
	Funds managed to maximise after-tax returns
	Funds invested in shares selected and deemed as being the best available for the individual
	Shares that are invested across a range of stocks appropriate to your investment amount

Ted Szkuta - Chief Investment Officer

InvestorCircle's Chief Investment Officer, Ted Szkuta, has well over 20 year's experience in the financial services industry. Ted has worked at the top of the Funds Management industry and understands its shortfalls.

Ted retired in 1998 to concentrate on running his own investment portfolio. Ted was subsequently approached to help develop training materials for stock brokers, accountants, financial advisers and professional investors and went on to run courses to teach professionals to manage their own share portfolios.

Ted has knowledge and experience that allows him to invest confidently and successfully: those that join his program get the opportunity to leverage off his experience and knowledge, to become a seriously effective and confident investor.

Ted Szkuta has:

	Tailored his portfolios specifically to meet the needs of sophisticated investors.
	Ensured his investors have complete visibility of their investments.
	A focus on managing and minimising investors’ capital gains tax.
	Ted has achieved performance among the top Funds Managers around Australia.

Having a true expert personally make recommendations to you to manage your portfolio is an invaluable opportunity. Achieving results without you having to worry about where, what and when to buy is a privilege usually reserved for the ultra wealthy. Ted Szkuta has been running the InvestorCircle Private Client portfolios for the past 2 years.

Patrick Nelson - General Manager

Patrick Nelson has establish and run on behalf of the OzFinancial Group - TradersCircle, InvestorCircle and Private Client Adviser Services, where he has developed the business plans and strategies for the organisations.

Prior to Patrick's roles within OzFinancial, Patrick has worked as a senior manager and consultant for several Funds Management and Investment Service businesses he has been a member of investment teams.

In addition, Patrick is a regular contributor to Financial News Network (FNN).

In his roles of Managing Director for Private Client Adviser Services and General Manager for InvestorCircle, Patrick's aim is to consistently outperform the market and give clients access to investments that are highly tailored to their specific needs.