Empowering Advisers with Greater Control and Customisation
At Managed Portfolios, we recognised early on that traditional platforms can limit advisers' ability to truly serve their clients. That’s why, in 2006, we set out to build a solution that breaks free from the constraints of centralised, one-size-fits-all models.
We specialise in giving advisers and their clients more control over their investments. With an individual HIN-based structure and separate, non-pooled bank accounts for each client, our approach prioritises transparency, security, and tax efficiency—delivering peace of mind.
Our team’s diverse expertise spans financial advice, funds management, accounting, and technology. With over 20 years of experience operating direct asset, Individually Managed Portfolios, we understand the value of providing customised solutions that help advisers build their own brand and intellectual property.
If you're looking to enhance your offering with a fully tailored managed account solution, connect with us today to schedule a no-obligation introductory meeting. Let’s explore how we can help you take control and grow your business.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 85 Smith St, Wollongong,new South Wales 2500,australia
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- portfoliosdirect.com.au
- Keywords
- Direct Shares, Individually Managed Portfolios, Managed Accounts, IMAs and SMAa, Non-custodial Portfolios, Individual HINs, Bulk Rebalancing.
- HQ
- Wollongong, New South Wales
- Competitors
- Acclaim Wealth.
Managed Portfolios Questions
Managed Portfolios's website is portfoliosdirect.com.au
Managed Portfolios's LinkedIn profile is https://au.linkedin.com/company/managedportfolios
Managed Portfolios has
4 employees.
View email and phone details for 4
employees at Managed Portfolios.
Managed Portfolios's industry is
Investment Management
Managed Portfolios's top competitors are
Acclaim Wealth.
Managed Portfolios's categories are Investment Management
Managed Portfolios's founding year is 2009
