For over a decade, we’ve helped financial advisers grow their businesses with investment solutions that are smart, simple, and scalable.
All of our portfolios are made up of carefully curated direct shares, ETFs and Managed Funds. This offers our investors real diversification and competitive pricing.
Our team of investment specialists have worked together in the funds management industry for many years. We constantly seek out investment opportunities and deliver these to investors in real time through our dynamically managed investment portfolios.
learn moreInvesting the way we do is sophisticated. But we don’t want it to be a secret. Our adviser portal allows you to look inside your portfolios. Advisers can log into our tailored interface and explore the inner workings in real time.
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Investors want to achieve their financial goals. They want to know that their money is being managed prudently and that the fees are not diminishing their returns. InvestSense understands this. Which is why our Diversified Managed Accounts aim to deliver real returns to investors.
learn moreInvesting is more than getting a good return – it’s a way of ensuring that your money is being used for the greater good – to support causes that are becoming increasingly important for future generations. The InvestSense Better World Portfolios have been designed for investors who care about the world we live in.
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One size does not fit all. Some financial planning groups have specific needs that are not being met by an off-the-shelf solution. InvestSense’s Bespoke Portfolios are unique portfolios that feel exactly right for your clients’ personal preferences.
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