Managed Discretionary Account Service (MDA)
Our Managed Discretionary Account (MDA) Service provides clients with a trading service where we trade and manage your account for you (using a limited power of attorney). You are free from the burden of making trade entry and exit decisions and there is no requirement for you to carry out any time consuming market or stock analysis. Our goal with our MDA accounts is to outperform other investment areas in all markets, especially when conventional strategies and investment approaches fail. We aim to achieve in excess of 15-25% per annum through investing in a diversified product & strategy approach within a strict risk management overlay to optimise return while averting exposure to unnecessary risk.
We operate MDA’s in various markets and asset classes to offer a good range of diversification for clients and within each MDA stringent trading guidelines and Risk Management strategies are employed to optimise returns and reduce risk. All accounts are individually and professionally managed by our MDA management team. Accounts are traded on your behalf by JB Alpha, through a limited power of attorney and this takes the pressure off you as our client, in that you do not need to make any trade entry or exit decisions or carry out any market analysis.
Our team of professional MDA Managers are well versed in the markets and assets traded within each MDA and have many years of successful experience trading and investing in a wide range of asset classes and markets. We use a variety of financial instruments & strategies to suit any environment and particular market situation, with the aim to obtain the most opportunistic and profitable outcomes for our MDA clients.
All our MDA account strategies are transparent, with all aspects clearly defined up front. Accounts are operated within tight investment guidelines, a well defined trading mandate and clearly specified and strict Risk management polices, so that all trading systems and risks are open and transparent. JB Alpha’s individually, professionally managed discretionary trading account service is suitable for all classes of investor, including; wholesale and retail individuals, institutional investors, incorporated bodies and trustees; including SMSFs.
Please request the JB Alpha MDA Strategy guide for more details: firstname.lastname@example.org