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Investment Adventurer Shows 2009 Welcome to Gareth Morgan Investments
We are a boutique investment management firm caring for individual client portfolios. Wealth protection and enhancement are our priorities. If you'd like to find out more, please select one of the following links:
Our Performance
The normal caveat is that past performance is no indicator of what happens next. We subscribe to that view.

Our Performance versus Market over the last 20 years Our past performance is provided on the links below for those who like to know it anyway. We believe that we've beaten benchmarks consistently due to our diligence in keeping costs down and ensuring our portfolios are tax-efficient. We are constantly challenging our providers and ourselves to cut costs.


Double-dipping, gouging and low returns
In the second of three articles on the savings and investment industry, economist and investment portfolio manager Dr Gareth Morgan examines why investment product providers have been able to get away with charging fees so high that they render the returns to mum and dad investors woefully lower than returns they can enjoy from other investment options.
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The Big Game IV - Inside the Actuarial Snakepit
Gareth Morgan continues his investigation of investment rorts . At the heart of the problems that life insurance companies have brought to the savings industry is their practice of using reserve funds to separate savers from their money. These companies use actuaries on their staff to provide a thin veil of propriety to the "freeing" of these reserves from the ownership of the savers, making them available ultimately to be owned by the insurance company. The ethical deficit of the so called 'self-regulated' actuarial profession is central to this rot.
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Big Game V: The Tactics - how the insurance multinationals get away with it
Gareth Morgan continues his series on investment rorts . This article focuses on how the life insurance companies fend off any queries from the public about the care they're not taking with their savings. The tactics are to deny and if an objector is persistent, to burn them off with litigation - even to the extent of creating vexatious litigation to frighten those simply trying to protect their own property. Bullying of the small guy is meat and cheese to these corporates.
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The Big Game II
Gareth Morgan continues his investigation of investment rorts. Creation and then manipulation of reserves is a favourite device that funds deploy to get your money. Once your money is set aside in reserves its ownership becomes moot. One thing's for sure you no longer have an unchallenged claim on it so don't expect it back. This article describes the devices the Funds use to move your savings into its reserves.
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