Est 2006
A unique approach to managed accounts, tailored to you and your clients.
At Managed Portfolios, we understand your needs are unique. That's why we offer bespoke managed account solutions that align with your specific goals, whether you're looking for a fully outsourced investment service or you want to integrate asset management into your business to enhance your value proposition without doing it all yourself.
Transparency and Control
Non-pooled, custodial and non-custodial managed portfolio solutions.
Integrated Asset Management Service
Tailored investment framework and institutional-grade investment committee, under your brand—without the hassle of daily management.
Professionally Managed Model Portfolios
Expertly curated model portfolios—off-the-shelf or fully customised.
Scalable Solutions For Managing Individual Portfolios
At Managed Portfolios, we provide comprehensive direct asset portfolio management solutions that give control back to our clients. Our services are tailored to meet the unique needs of financial advisors, investment professionals, and savvy investors.
A Wealth Of Experience At Your Fingertips
Crafted by Financial Advisers for Financial Advisers, our managed account solutions were originally developed to elevate our own advice firm’s business model. Now, we’re making these proven solutions available to the broader industry, empowering you to enhance your practice.