Your ongoing advice fee arrives every month. Make your ongoing service just as visible.
Your clients’ assets. Your firm’s IP. Your economics. Managed Portfolios is the Direct Ownership Engine for advice firms: the structure that lets your investment proposition run all year under your name, in portfolios your clients legally own. We are not a fund manager. We are the engine that lets your firm own the proposition, with independent specialists doing the specialist work
The other
363 days...
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.
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.
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.
Your Economics
On a platform, tyically 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.
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.
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.
Taking control of the investment layer
We offer three ways to do it.
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Run the models with your own investment team.
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Appoint a manager to build them under your brand.
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Use ready-made portfolios.
The economics differ, the obligations differ, and we will tell you plainly which one fits your practice.
Clean Exit
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. Portability isn’t a feature; it’s the structure.