We bring extensive investment capability and broad knowledge of investment capabilities available in the market. We have researched and assessed investment strategies across all asset classes. We have access to new and differentiated products as well as the well-established products in the market. With an equity research background, we also bring direct investment capabilities.

Through a managed account we can bring significant efficiencies to financial planning businesses. This is not simply through better implementation processes but also in the investment selection process. We can negotiate rebates for clients of managed account solutions to reduce costs.

Managed accounts 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.

Private label managed accounts are investment portfolios based on your Practice's own investment philosophy and investment ideas, professionally managed in a robust and compliant framework.

Bring the rigor and process required to run a managed account, let us help you establish and run a managed account solution avoiding conflicts of interest and make your business more Evolutionary and head in a better direction.

Having good governance and process is absolutely critical to  providing your clients with a robust and successful investment solution. If you want a managed account solution for your business, many platform providers will usually require a higher level of investment process and governance than financial planning businesses are used to maintaining.

Engaging an independent investment specialist from Evolutionary Portfolio Services is one of the most important steps you can take to improve your investment process and governance. We can help you establish an appropriate investment committee, investment philosophy and process to make your business more successful.

We also work with product and research providers to review products and assist product providers positioning their solution to be sold into the retail market intermediated by financial advisers.