Gain exposure to our manager selection expertise and investment committee views.
Create diversified, high-quality investment solutions based on our extensive managed funds research.
Utilise our forward-looking sector performance data and forecasts.
Construction of portfolios aligned to your requirements
Establishment of governance structures such as investment committee and charters
Management of platform responsible entity (RE) due diligence, including documentation and review process
Implementation of managed account portfolios, including switching and rebalancing
Management of ongoing platform reporting requirements
Ongoing education and resources to help you and your clients get started with SMAs
Get in touch today to find out how we can partner with you to build and manage tailored portfolio solutions for your clients.
Call us on 1300 826 395 or email info@lonsec.com.au.
Along with our tailored and bespoke solutions, Lonsec offers a range of multi-sector portfolios that provide different exposures to suit different investment objectives and time horizons, covering a choice of underlying investment vehicles to cater for different client goals.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.