Chief Executive Officer
Brett Sanders
0438 071 094
Philo Capital Advisers
- Level 14, 60 Margaret Street, Sydney 2000, NSW
- 0438 071 094
-
mdaoperations@philocapital.com.au
- https://philocapital.com.au
Contact person
OVERVIEW
Who We Are
Philo Capital is a third party MDA Provider, supplying advice businesses with tailored and "off the shelf" managed discretionary account solutions that present to end investors as a professional service, rather than a product.
Philo Capital is currently rolling out next generation managed account functionality that extends the capability of managed accounts beyond that which is generally available in the market today.
Be sure to talk to Philo before finalising your managed account strategy!
Philo Capital's services encompass:
- Consulting on service design to suit your practice
- Managed account compliance
- MDA operations
- Assistance to select an asset consultant as needed
- Ongoing service adjustment to suit your evolving needs
- Multi platform capability