Focussed on delivering value-add asset management solutions for your retirement investment portfolio
√ We are a research-driven, independent, asset manager, designing solutions to help you get better-than-average outcomes with your investment portfolio.
√ The key to achieving this goal is our research and being able to deliver value-add solutions in a low-cost, efficient manner. Your outcome is our key priority, consistent with our fiduciary responsibility.
√ We only offer solutions where we believe that our proprietary research gives us an edge. Our focus is designing evidence and rule-based solutions that can deliver a better return than conventional solutions and with less risk.
√ We believe that if you have been shown enough evidence and understand the process, you are more likely to stay with the strategy for the long-term. We provide as much education as possible (with the exception of proprietary concepts).
√ Our rules-based solutions are easily scalable and allow us to provide our solutions at a low fee; both absolute, and relative to the value-add we expect to deliver.