As The Trustee for Jackmeester Unit Trust, we specialize in sophisticated fund management for trusts and foundations, delivering exceptional investment outcomes through strategic expertise and unwavering commitment to fiduciary excellence.
Years Experience
Assets Under Management
Client Satisfaction
Successful Trusts
Comprehensive fund management solutions tailored for trusts and foundations, delivering superior returns through strategic investment approaches and rigorous risk management.
Professional management of trust assets with fiduciary responsibility, ensuring optimal performance while maintaining strict compliance with regulatory requirements and trust objectives.
Learn MoreStrategic asset allocation across multiple investment vehicles to minimize risk and maximize returns, utilizing advanced portfolio theory and market analysis for optimal outcomes.
Learn MoreComprehensive risk assessment and mitigation strategies to protect capital while pursuing growth opportunities, employing sophisticated modeling and continuous monitoring systems.
Learn MoreWith decades of experience in trust and foundation management, we combine traditional fiduciary principles with modern investment strategies to deliver exceptional results for our clients.
Years of Excellence
Assets Managed
Trust Relationships
Client Retention
The Trustee for Jackmeester Unit Trust stands as a premier institution in investment management, specializing in the sophisticated administration of funds for trusts and foundations organized for purposes beyond traditional religious, educational, or charitable objectives.
To provide exceptional fiduciary services and investment management solutions that preserve and grow wealth for future generations while maintaining the highest standards of integrity and transparency.
To be the most trusted and respected trustee service provider in Australia, recognized for our innovative approach to fund management and unwavering commitment to client success.
Integrity, Excellence, Innovation, and Stewardship guide every decision we make, ensuring that our clients' interests are always our highest priority in all investment and management activities.
Established as a specialized trustee service provider in Victoria, Australia
Reached $500M in assets under management and expanded service offerings
Implemented advanced portfolio management technology and risk assessment systems
Achieved $2.5B in assets under management with 98% client satisfaction rate
Ready to discuss your trust and investment needs? Our experienced team is here to provide personalized solutions for your financial objectives.
Apt 201 111 Mitchell Street
Bendigo, Victoria, 3550
Australia
+61 3 1293 8914
donaldkoch@the-trustee0.pro