LEARN FROM THE PAST, PLAN FOR THE FUTURE...

Evolutionary Advice

Stand out from pack with evolutionary services

One size does not fit all. That’s why when off-the-shelf dealer group or research portfolios don’t suit your needs; you need help to establish your own investment portfolio solutions.

At ‘Evolutionary’ we understand that not all clients are the same and can help you create investment portfolios including managed account solutions, and provide other investment consulting services , to deliver a tailored solution for your needs – and the needs of your clients..

About us

Whilst we look towards the future we don’t overlook the past. We pride ourselves on taking yesterday’s lessons and evolving investment solutions for the future. Evolutionary Portfolio Services enables improved investment management solutions for investors.

For Efficiency

MANAGED ACCOUNTS (SMA, IMA)

Ensure no client is last to find out about an issue with one of their investments and advised to make a change long after the decision has been made and other clients. Provide your clients with more efficient and a fairer way of having their investment portfolio changes being implemented.

For Improved Outcomes

For Better Governance

GOALS BASED INVESTING

INDEPENDENT COMMITTEE MEMBER

Goals-based investing better aligns clients’ portfolios with their desired financial and personal objectives. We can help you create goals-based investment portfolio solutions

Bring greater rigor, objectivity and oversight to your investment process by using us to provide an independent investment committee chair person or member.

OUR SERVICES

We understand a tailored solution is required. We work with you to improve the investment offering you provide to your clients. We can provide all or a combination of the following services:

IMPROVED DIRECTION

Managed Accounts

Dynamic/Tactical Asset Allocation

Portfolio Construction

Investment Management

Investor communications and engagement

Goals-based retirement solutions

IMPROVED GOVERNANCE

Investment Governance and Oversight

Independent Investment Committee participation

Portfolio Monitoring

Goals or risk-based asset allocations

Approved product lists

Documenting policy and philosophy

OUR PREFERRED MANAGERS

We regularly meet with and review fund managers and other investment products. Recent reviews include ESG/Ethical/SRI Investment strategies, Australian Equity, Fixed Interest, REIT and Direct Property Funds. Speak to us about our current preferred investments in any asset class.

GET IN TOUCH

For any enquiries please contact us and find out how we can provide you with a more Evolutionary solution and point you in a better direction.

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