The InvestSense Diversified Portfolios provide active, yet cost-effective, portfolio management that offers clients total portfolio transparency and accessibility. We utilise the latest Managed Account platform technology that enables more efficient implementation and more tax-efficient outcomes for investors.
We spend a lot of time researching, analysing and interviewing companies and fund managers to ensure our Portfolios contain quality holdings. The Managed Account structure allows investors to see what's included in the portfolios in real time.
Our valuation dashboard allows us to analyse and compare the value and the risk within each of the asset classes at any given time. It means we can keep our eye on the opportunities that may currently be out of favour, but offer the prospect of better than average future risk-adjusted returns.
Our portfolios include direct shares, ETFs and Managed Funds. We also seek the right balance between active and passive investments to maintain an appropriate level of fees and optimal portfolio construction. We aim to reduce the frequency of changes to minimise costs.
Level 24, Three International Towers
300 Barangaroo Avenue
Sydney NSW 2000