Russell Investments Australia Adviser Podcast

Why to consider Managed Portfolios for you and your clients.

August 25, 2020 Russell Investments
Russell Investments Australia Adviser Podcast
Why to consider Managed Portfolios for you and your clients.
Chapters
Russell Investments Australia Adviser Podcast
Why to consider Managed Portfolios for you and your clients.
Aug 25, 2020
Russell Investments

As advisers and business owners you recognise that time is highly valuable and often in short supply. Managed accounts is an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.

Managed Accounts can help you work with your client to closely align their specific return objectives, risk tolerance and specific circumstance. Highlight your value through portfolio customisation and tax management. Offer your clients choice by way of control, transparency and flexibility of their managed account.

Show Notes

As advisers and business owners you recognise that time is highly valuable and often in short supply. Managed accounts is an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.

Managed Accounts can help you work with your client to closely align their specific return objectives, risk tolerance and specific circumstance. Highlight your value through portfolio customisation and tax management. Offer your clients choice by way of control, transparency and flexibility of their managed account.