Drummond Capital Partners

4532
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Drummond Capital Partners
Categories:
Investment ConsultantInvestment Management
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  • Details
  • What We Do

Who We Are

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

We are asset allocation specialists, focused on delivering high quality, risk aware, global multi-asset portfolios driven by our own proprietary research.

IMAP Managed Account Awards

2023 Winner in the Multi-Asset Category

IMAP Awards 2023 Winner Multi Asset Category

2022 Finalist in the Multi-Asset Category

MA LR

2020 Finalist in the Multi-Asset Category

Multi Finalist Seal LR

Drummond Capital Partners act as an outsourced investment team, providing institutional quality portfolio management under the transparent and efficient managed account structure.

Our investment process has four distinct elements. Strategic asset allocation, tactical asset allocation, manager research and portfolio construction.

These elements are proprietary and are derived from over 70 years of combined asset management experience within the investment team.

Our consultative process involves a deep dive into your practice structure, service proposition, client engagement and investment philosophy.

Through this process we will assist you to develop an investment service that brings efficiency to your practice, enhances the service you provide your clients as well as improving investment outcomes.

With combined experience as fund managers, investment analysts and wealth advisers, we can tailor solutions suitable for each advisory firm's profile.

We complement this with quality reporting, real time updates and portfolio analytics to connect you and your clients to portfolio outcomes.

Contact us

Email
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Phone
0414 443 236