Implemented Portfolios

Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.

Our mission is to see the relationships between advisers and clients develop and flourish; to help advisers break free from the pure “investment manager” mould and step deeper into the role they were designed to do – helping their clients live their best lives.

By providing advisers with a technology enabled, individually managed accounts (IMA) service, we are freeing up business hours, streamlining the advice process and allowing both advisers and clients to focus on their financial values and goals.

We offer a range of easy to adopt model portfolios utilising the expertise of the IPL and Lonsec Investment Solutions investment committees, and can also work to appoint external investment managers for those firms wanting to deliver an in-house investment capability within a Managed Discretionary Account structure.