for advisers and
- Gain access to an independent investment expertise
- Implement a robust review process
- Have confidence in the portfolios you recommend
- Spend your time focusing on your clients
Our service adds a layer of independent expertise and rigour to your existing investment management strategy.
Building this into your investment governance model frees up your time to focus on your clients and provides confidence that your portfolios are regularly and thoroughly reviewed.
Leveraging an investment philosophy grounded in academic and empirical evidence, our investment service assists advisers to more reliably guide investors to achieve their long term financial goals.
Providing independent oversight, we have no product affiliations or conflicts of interest. Our experience supporting financial planning and investment propositions enables us to provide valuable insights and knowledge.
With considerable experience in investment research, investment analysis and advice processes, our team are here to support the success of independent advisers. Businesses we work with have aggregate funds under management of more than $5 billion.
The strength of Consilium’s investment processes are such that we have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.
Consilium’s investment management practices are annually audited by CEFEX to ensure that our processes and procedures remain robust and are being consistently and rigorously applied.
Consilium was the first Australasian firm certified for Investment Support Services. CEFEX recognise Consilium’s investment research, selection and management processes meet global best practice standards.
The Consilium service offers adviser firms a path to become CEFEX certified for Investment Advisory services. For firms who are already certified, our investment services give you access to group pricing. Contact us for more information on the CEFEX best practice certification.