Investment Consultant | IMAP - Institute of Managed Account Professionals

Activus Investment Advisors

Address: Level 22 357 Collins Street, Melbourne 3000, Vic

Phone: 0439 56 3333

Activus Investment Advisors provides high quality and independent investment advice and model portfolios to our investing clients. » More Info

Alvia Asset Partners

Address: 283 Elizabeth St, Brisbane City, Brisbane City 4000, QLD

Phone: 07 31534879‬

Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families » More Info

Blackmore Capital

Address: Level 2, 302 Lygon Street, Carlton, Melbourne 3057, VIC

Phone: ‪‬‬‬1300 825 225

Blackmore Capital is a long only Australian Equity portfolio manager. Our investment process combines long periods of solitary research with an intensive company visitation program. We work with private investors, financial advisers and institutions » More Info

Cameron Harrison Private Pty Ltd

Address: Level 3, 90 Collins Street, Melbourne 3000, VIC

Phone: 03 9655 5000‬ Fax: 03 8672 6408

We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage. » More Info

Context Capital Consulting

Address: 36 Townshend Road, Subiaco, Perth WA 6008

Phone: 0439 406 430‬‬‬

Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices. » More Info

DFS Portfolio Solutions

Address: Level 3, 179 Queen Street, Melbourne 3000, VIC

Phone: 0396586704‬‬‬‬‬‬

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Drummond Capital Partners

Address: L16, 60 Collins St, Melbourne 3000, VIC

Phone: 03 9131 8500‬

Drummond Capital Partners was founded in 2017 to provide wealth management clients with institutional, active investment management via leading managed account technology. » More Info

Evergreen Consultants

Address: Level 30, Australia Square, 264 George Street, Sydney 2000, NSW

Phone: 0409119233

Evergreen Consultants is an independent investment consultancy, specialising in helping financial planning business build and manage model portfolios. » More Info

Evolutionary Portfolio Services

Address: Level 13, 90 Collins St, Melbourne 3000, VIC

Phone: 0405 131 713‬ Mobile: 0405 131 713‬

Evolutionary Portfolio Services is a boutique investment consulting business established with the understanding of the need for tailored solutions. We work with financial planning practices and principals to improve their investment solutions. » More Info

Harbour Reach Investment Strategy

Address: PO Box 165, St Leonards, Sydney 1590, NSW

Phone: +61488977744‬‬

Our purpose is to offer user-friendly research, designed specifically for managed account operators, research desks and investment decision-makers in the wealth sector. » More Info

InvestSense Pty Ltd

Address: Level 24, 300 Barangaroo Avenue, Barangaroo, Sydney 2000, NSW

Phone: 0421 582 282‬‬

InvestSense is an investment management consultancy firm founded in 2014. » More Info

JANA Investment Advisers

Address: Level 6, 255 George Street, Sydney 2000, NSW

Phone: 02 9221 4066‬

As one of Australia’s leading investment consultants since 1987, JANA has more than 110 staff and currently advises around 80 institutional clients, including corporate, industry and public sector superannuation funds as well as charities, insurers, » More Info

Joseph Palmer & Sons

Address: Level 7, 5 Hunter Street, Sydney 2000, NSW

Phone: 02 9233 2433‬‬‬

Joseph Palmer has a long history, vast experience, and a capacity to bring foresight to the table on for the benefit of our clients » More Info

Lonsec

Address: Level 21, 200 George Street, Sydney 2000, NSW

Phone: 03 9623 6300

For more than 20 years, Lonsec has empowered financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. » More Info

Milliman Pty Ltd

Address: Level 5, 32 Walker St, North Sydney 2060, NSW

Phone: 02 8090 9100‬

Milliman is among the world’s largest institutional global risk managers in the world, providing investment advisory, hedging and consulting services on $145 billion USD in global assets (as of 31st March, 2017). » More Info

Morningstar Australasia Pty Limited

Address: International Tower 1, Level 3, 100 Barangaroo Ave, Sydney 2000, NSW

Phone: (02) 9276 4550

Morningstar Data, Research & Software Solutions - Morningstar is a leading global provider of independent investment research for individual investors, financial advisers, asset managers and institutional investors with operations in 27 countries. » More Info

Real Asset Management Pty Ltd

Address: Suite 3101, Level 31 Australia Square, 264 George Street, Sydney 2000, NSW

Phone: 02 8880 6687‬

Real Asset Management Group is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane and Hong Kong » More Info

Resonant

Address: Level 4, 11 York Street, Sydney 2000, NSW

Phone: ‪‬‬‬02 9188 3805 Mobile: 0405 845 126

Resonant is an Investment Consultant and specialist SMA Manager based in Sydney With a focus on “Quantamental” investing, Resonant provides institutional grade investment expertise to planners and wealth managers, in order to enhance and streamline » More Info

Russell Investments

Address: Level 28, 85 Castlereagh Street, Sydney 2000, NSW

Phone: 02 9229 5111‬‬

Russell Investments is a global investment solutions partner, dedicated to helping investors reach their long-term goals » More Info

Seneca Financial Solutions

Address: Level 4, 125 Flinders Lane, Melbourne 3000, VIC

Phone: 03 8639 1600‬

Seneca is a boutique investment specialist, focused on managed accounts. We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with the » More Info

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