At Centrepoint Alliance, model portfolios are designed to give advisers portfolios that will meet investment objectives over a range of medium to long term timeframes.
These portfolios are designed across a range of risk profiles to be chosen for the client by the adviser. The Portfolio Construction is designed to optimise the chance of the portfolio in delivering the investment objectives from a risk adjusted return perspective. We also seek to minimise volatility and give strong downside protection during market crisis periods.
Centrepoint Alliance’s purpose is for more Australians to have a trusted relationship with a financial planner. We therefore build our portfolio models using a dedicated Research Team, together with robust processes, supported by a strong governance framework. When assessing and developing investment models we use the following components to ensure they meet our strict guidelines:
Focused on advice
We enable advisers to select the products and services that are in their clients’ best interest.
We don’t lose sight of the fact we want to generate good returns to help you stay the course and achieve your wealth goals.
We select portfolios that have an ‘all weather’ approach to provide enhanced resilience no matter the state of the market.
We select high quality fund managers who have a proven record, providing unique insights and adding more value than the broad market over the long term