Solutions
Our values centre around three key pillars: Growth, Partnership and Evolution. Our commitment is to partner and growth with financial advisers, wealth practices, super funds and wholesale investors.Purpose
Our purpose is to bring you closer to your goal of improving the financial wellbeing of your clients. Together we’ll evolve with the future of the financial services profession, provide you with confidence and help enhance the quality of your advice.
Approach
Our approach is tailored, high-touch, and consultative. We take the time to understand your specific needs and objectives, recognising that each of our clients is unique. We embrace flexibility, nimbleness, and a willingness to adapt to your evolving requirements.
Partnership Journey
Partnering with Activam Group can help you build an investment model that aligns with your value proposition. Together, we’ll navigate the evolving financial services landscape, ensuring your clients receive the best possible outcomes while you build a thriving, sustainable, and competitive practice.
Client Service Offering
We deliver investment management services.
- Asset Allocation Strategy Management
- Investment Manager Strategy Management
- Currency Strategy Management
We provide regular reporting to Practices.
- Monthly investment portfolio & manager updates
- Detailed investment report
- Portfolio changes report
- SOA rationale support document
We create collateral for your clients.
- Portfolio factsheets & reports
- Ad hoc insights report
- Access to video update streams
We support your value proposition.
- Investment committee & Updates
- Annual conferences & regular workshops
- Ongoing support
- Annual investor and client days
- Foster a community of like-minded advisers.
Tailored Financial Expertise
diversified Managed Accounts & Investment
Portfolios seeking to meet a range of
investment objectives & risk profiles. Our
portfolios can also be tailored to adapt specific
to investment requirements such as direct
equities, ethical, pension, cost conscious & ETF
focused portfolios.
Flexibility & Choice
Buy
Invest in Activam’s leading best ideas portfolios
Partner
Blending your current investment portfolios and incorporating portfolios managed by Activam.
Build
Adviser’s existing portfolios or new tailored portfolios
You also have the option to rebrand and use Activam’s top-performing portfolios as your own.