InvestSense is a portfolio construction and consulting company founded by Jonathan Ramsay, Fil Andronaco and Jonathan Tolub in 2014. While we are a young firm the team has been working together for over six years with each member of the team having over 15 to 20 years of experience.
All three of the founding partners at InvestSense have had extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research. InvestSense aims to bring institutional grade experience and systems to help financial advice groups create bespoke investment solutions. InvestSense prides itself on a high touch and individualised service to its clients.
InvestSense offers client-friendly, outcome-based portfolio solutions based on managed account technology that allows advisors to fortify and develop their status as a trusted expert while building an efficient and scalable business.
Our overall vision is to help a cohort of medium to large financial planning practices embrace the changes that we have seen in the industry by providing a first class, contemporary wealth management service to an engaged audience.