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 Portfolio Solutions Overview

  The Aria Portfolio Solutions (Portfolios) provide investors with a convenient investment management solution that aims to manage the complex tasks of deciding where and when to invest and what to avoid, in managing an investors wealth. Operating within a contrarian investment philosophy and capital preservation mindset, the Portfolios primary objectives are provide to outperform the cash rate, after fees and expenses, over 3 to 5 year periods with an acceptable level of risk.

The Portfolios adopt a multi-manager, multi-asset class approach that ensures investors have the necessary diversification across specialised investment managers and different asset classes which, when combined, can enable investors’ to achieve their savings and retirement objectives within acceptable levels of risk. One of the key benefits of a multi-manager approach is that investors can access investment opportunities and sophisticated portfolio management tools that are usually out of reach for most retail investors.

In summary, the Aria Portfolios combine four essential services into one convenient investment management solution for investors:

  • * Determine the appropriate asset mix,

    * Research, select and then monitor individual investments and allocations to underlying managers and investment ideas in a cost effective manner,

    * Preserve capital through robust risk management and sophisticated portfolio construction, and

    * Administration and reporting.

Having these services combined into an Aria Portfolio can save investors time, money and stress, as these important tasks are undertaken by a dedicated team of experienced investment professionals.

Click here for a FAQ  that relates to the Aria Defensive Portfolio, the Aria Balanced Portfolio and the Aria Growth Portfolio (the Aria Portfolio Solutions/the Portfolios).

Click here for Aria Portfolio Solutions Product Disclosure Statement

   
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