- Capital Fund Management
- Monash Investors
- Morphic Asset Management
- Select Investment Partners
- Smarter Money Investments
ABOUT THE SELECT CUSTOMISED PORTFOLIO SOLUTION SERVICE
Select was founded in 2002 as a specialist investment management group focusing on assisting Dealer Groups create their own customised portfolios.
Select works closely with Dealer Groups to design, construct and manage portfolios customised to suit the needs of their advisers and their clients. In doing so, Dealer Groups receive the benefits of vertical integration enjoyed by many large groups, however under the Select model, they remain directly in control. Importantly, these are the Dealer Groups portfolios – we put them in control as to how the Investment Committee is formed and operated, the structure of the mandate, the product design and the client engagement model. In doing so, Select offers an end-to-end solution so that each Dealer Group is able to focus on growth, and the advisers can focus on their clients’ wealth management strategies.
Importantly, the way Select structures each relationship complies with the FOFA reforms with respect to removing conflicted remuneration and ensuring you meet your best interests duties.
Nothing on this site takes into account any particular person’s objectives, financial situation or needs. Seek professional advice before making investment decisions.
Select Asset Management is the issuer of interests in any Select portfolio mentioned on this site. A product disclosure statement (PDS) for the offer is available from this site or contact us. The PDS should be considered before deciding to acquire, or continue to hold and investment in any portfolio. Applications can only be made on the basis of an application form attached to the current PDS. The PDS is intended for distribution within Australia only. No offer or invitation is made by the PDS, directly or indirectly, in any other jurisdiction if the offer or invitation would breach the applicable laws or require the PDS or any other documents to be lodged or registered.
Neither past performance nor volatility is a reliable indicator of what may happen in the future. Neither capital nor returns is guaranteed. Past performance is calculated pre-tax and after fees and expenses, assumes distribution reinvestment but does not take into account inflation. Unit prices are generally are the most recent available but are historical and entry and exit pricing you may receive is likely to be different.