SCROLL

"We partner with Advisers & Super Funds, providing the investment expertise to enhance your value proposition to your clients." 

about Activus

Activus Investment Advisors’ vision for service is underscored by independence, the flexibility of providing tailored investment solutions and our ability to be nimble to deliver outperformance.

Activus provides high quality and independent investment advice and model portfolios to super funds, IFAs, dealer groups, institutional investors, and charities. We leverage off our rich experience and successful track record to design, build and manage portfolios to assist clients in meeting their investment objectives.

Activus is majority owned and managed by its senior professionals. In keeping ownership and control in the hands of employees, Activus aligns its interests with that of its clients.

our value proposition

Our client partnership experience

proven portfolio construction

Relatively lower management expense ratios

ability to negotiate lower fees

OUR SERVICES

investment consulting

Activus provides independent and tailored investment advice, research, reporting, analytical services and Investment Committee support. Our investment consulting service covers multiple key areas.

model portfolios

Activus can construct, implement and monitor a range of managed model portfolios and managed accounts (MDAs & SMAs) for clients seeking portfolios that are actively managed, fully customised and cost effective. 

OUR TEAM

Activus Investment Advisors’ Investment Team members collectively have over 45 years of experience in funds management, investment consulting and operations management.

why Activus?

we adopt a partnership & flexible approach with our clients providing support and investment ideas.

offer tailored investment portfolios constructed according to specific client investment objectives.

OUR TEAM HAS A LONG AND PROVEN TRACK RECORD IN MANAGING INVESTMENTS SUCCESSFULLY.

CONSIDERABLE INVESTMENT EXPERIENCE AND EXPERTISE ACROSS DOMESTIC AND GLOBAL MARKETS AND INVESTMENT STRATEGIES.

 

AIMING TO DELIVER MULTIPLE SOURCES OF INVESTMENT RETURNS.

EMPHASIS ON ASSET ALLOCATION strategy AND SELECTING BEST OF BREED INVESTMENT MANAGERS.

OUR UNDERSTANDING OF RISK FORMS A KEY PART OF OUR INVESTMENT APPROACH.

WE FOLLOW AN OBJECTIVE APPROACH AND DO NOT ENGAGE IN INVESTMENT ADVICE THAT MAY CONFLICT WITH THE INTERESTS OF OUR CLIENTS.

  • YouTube

Activus Investment Advisors © 2021 

DISCLAIMER: Activus Investment Advisors PTY Limited ABN 70 612 295 280 AFS rep no. 001242380 has prepared the information in this note. This note has been prepared for the purposes of providing general information only and does not constitute an offer, solicitation or recommendation for investment in Activus does it constitute financial product or investment advice nor take into account your investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this announcement in making an investment decision but must make its own assessment of Activus and conduct its own investigations and analysis. While we believe that this material is correct, no warranty of accuracy, reliability or completeness is given and, except for liability under statute which cannot be excluded, no liability for errors or omissions is accepted. This note may not be reproduced or used for any other purpose unless permission is granted by Activus.

contact us

LEVEL 8,

100 COLLINS STREET,

MELBOURNE,

VIC 3000,

AUSTRALIA.

 

Mail: activus@activusia.com.au

Hours of operation 

Mon-Fri: 8AM to 5.30PM

Sat-Sun: Closed