Success in financial advice requires a strong investment proposition and excellent client relationships. Our portfolio services team are here to help you build low-cost, effective and goal-oriented portfolios that maximize value to your investors, and give you back critical time to focus on your clients.
It's little wonder financial advisers are in such demand, given the value good advice can add to client outcomes. We're here to support that value with simple but effective portfolio solutions.
Our experts can examine your portfolio for hidden biases and offer alternative options.
Our new LifeTarget Model Portfolios aim to maximize risk-adjusted returns whilst giving investors the best chance of achieving at least their minimum return target over the long term.
We believe in a top-down approach to portfolio construction that is driven by four essential investment principles: clear goals, a balanced portfolio, low costs and long-term discipline. Read more
We align portfolios with client goals through appropriate asset allocation.
Our research team use sophisticated models to build in diversity and avoid concentrations.
We find the right low-cost building blocks to deliver the target exposure.
When our expertise in both portfolio construction and asset allocation begin.
Investment strategists develop and maintain portfolio strategies*.
Years'experience as a model portfolio strategist*.
*Source Vanguard. Data as of October 2020
Find out more about our portfolio analysis services.
In episodes of high volatility it can be tempting to rebalance too soon. What do our experts think?