Visible Ongoing Value
Your clients see their portfolio being managed continuously under your firm’s mandate, whether or not a review is due. The annual consent conversation answers itself.
Without the engine
With the engine
The Direct Ownership Engine
Your ongoing advice fee arrives every month.Make your ongoing service just as visible.
Managed Portfolios is the Direct Ownership Engine: your investment proposition, under your name, running all year, in portfolios your clients own outright. Independent specialists do the specialist work. We run the engine.
A dial of the 365 days of a year. Twelve markers show the monthly advice fee. Two days are review meetings. With the engine running, all 365 days show the portfolio being managed under your firm's mandate.
- AFSL 484998
- Est. 2009
The other363days...
Your ongoing advice fee relies heavily on one or two client reviews a year. The risk is that clients don't see what you do for them the other 363 days.
Most of the visible, continuous activity in a client's financial life, the investment selections, the rebalancing, the corporate actions, the reporting, arrives with someone else's name on it. The adviser does the hard work and carries the best interests obligation, and the ongoing relationship is left resting on the review meeting.
Managed Portfolios lets your firm own the investment proposition, put your name on it if you choose, and be seen by the client to be delivering an ongoing service, within the best interests framework and without adding staff or systems.
The value of the relationship is in front of your clients every month: their portfolio being managed continuously under your firm’s mandate, whether or not a review is due.
Client Ownership
Every client asset sits in the client’s own legal name, in their own broker and bank accounts. No custodian. Nothing standing between your client and their money.
Legal titleYour clientIn their own legal name
Broker accountTheir own HIN
Bank accountTheir own cash account
Your Economics
On a platform or without a solution like we offer, typically between 0.89% and 1.5% a year goes to parties other than your firm before you charge anything. With us it is 0.44% to 0.55%. What happens to the difference is your decision.
Without us (on platform)0.89% to 1.5% a year
With us (Individual HIN or on platform)0.44% to 0.55% a year
2005 — 2026
Built inside an advice firm
Our founder was a financial adviser from 2005 and established this firm in 2009. We ran as an advice practice for fifteen years, on technology and licensing structures we built ourselves. In 2024 we sold the advice book and opened the engine to other firms. Today we work with self-licensed boutiques, dealer groups, and broking firms.
- 2005Our founder, a financial adviser
- 2009This firm established
- 2024Advice book sold. The engine opened to other firms.
2009–2024 Fifteen years as an advice practice, on technology and licensing structures we built ourselves
Taking control of the investment layer
You don't need to become an investment manager.
With our help, you set the mandate: objective, risk profile, horizon, constraints, exclusions. You sit on the investment committee with an independent asset consultant. We hold the discretion and run the operations. The client sees your firm's hand on the portfolio all year.
We offer three ways to do it.
- Run the models with your own investment team.
- Appoint a manager to build them under your brand.
- Use ready-made portfolios.
The economics differ, the obligations differ, and we will tell you plainly which one fits your practice.
Clean Exit
Portability isn’t a feature; it’s the structure.
If you ever leave us, no migration, no forced sell-down, no operational reset. The same is true for your clients: they leave with their portfolio intact.
Insights and News
SMAs Weren't for Us - Here's Why
During our time in financial advice, SMAs promised transparency but offered little real control. We chose a different path with IMAs, giving our clients true ownership, tailored portfolios, and meaningful adviser input.
First Principles: Identifying The Source of Investor Risks
When investors lose capital, the industry naturally seeks to identify who is to blame.
Risks Are Invisible Until They Land: Individual-HIN v Pooled-HIN
Risks often stay hidden until they materialise. When they do, they define the outcome.
Worth more when you sell
Revenue attached to an investment proposition your firm owns does not walk out the door with an adviser. It is
recurring, it is transferable, and buyers price it accordingly. If that is the kind of firm you are building, we
should talk.