We design the strategies that are used by financial advisers and wealth managers
For advisers wanting a turnkey solution, we have designed multi-asset investment strategies for Elston Portfolio Management and provide them with high quality research they need to manage those strategies.
Managed Portfolios
These portfolio ranges are managed by using research, analytics and insights from Elston Consulting. We designed the following "ready-made" managed model portfolio ranges:
For Accumulation:
- Elston Dynamic Equity Portfolio
- Elston Global Diversified Portfolios (5 risk profiles, built with ETFs)
- Elston Adaptive Portfolios (5 risk profiles, built with OEICs)
- Elston Sustainable Portfolios (5 risk profiles built with SDR compliant funds)
- Elston Smoothed Portfolios (3 risk profiles blending in smoothed funds)
- Elston Retirement Portfolios (4 risk profiles, managed buckets, built with OEICs)
- Elston Smoothed Retirement Portfolios (3 risk profiles, managed buckets, blending in smoothed funds)
For advisers looking to access these strategies, please contact us using the form below.
Looking for something more Custom?
For advisers wanting help to design their own strategies as a Custom MPS, find out more about Custom Portfolios.
Or get in touch to arrange a consultation, using the form below.