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Activus Investment Advisors
Who we are
Activus Investment Advisors provides high quality and independent investment advice and model portfolios.
We leverage off our deep experience and successful track record to design, build and manage portfolios to assist clients in meeting their investment objectives.
Activus’s vision for service is underscored by independence and tailored solutions to deliver outperformance.
Activus’s key attributers include:
• Our team has a long and proven track record of managing investments successfully.
• Considerable investment experience and expertise across domestic and global markets and investment strategies.
• Aiming to deliver multiple sources of investment returns through a proactive and research and evidence driven approach.
• Our investment approach is truly nimble.
• Our understanding of risk forms a key part of our investment approach.
• Emphasis on asset allocation and selecting best of breed investment managers.
• We are independent and follow a partnership approach with our clients.
Activus partners with advisers to offer asset allocation strategy, investment manager selection and currency strategy to construct successful investment portfolios across Australian and global markets.
Activus is founded by Robert Talevski, an accomplished investment executive with over 20 years experience in investment management and advisory activities globally and Steve Merlicek, one of the country’s most successful investment strategists and a pioneer of superannuation investment with over 25 years investment experience.
Activus provides independent and tailored investment advice, research and analytical services.
Activus can construct, implement and monitor a range of managed model portfolios for clients seeking products that are low cost, fully customised and actively managed.