Multi-Asset SMAs - Elston Managed Account Solutions

Elston has a 12 year track record and is one of Australia’s largest providers of SMA and IMA solutions. Options range from a direct Australian Equities SMA through to full risk based multi-asset class SMAs.

From analysis through to implementation, Elston’s investment process has been consistent and repeatable for over 12 years.

Bruce Williams Elston Co-Founder & Portfolio Manager

Managed Account Specialists

The Elston SMA is a highly evolved offering that has been fine tuned over 12 years. Not only do clients enjoy the benefits that come with increased direct asset ownership, Elston provides active investment management at a price that’s often associated with a more passive approach.

Keeping clients in the loop

Because managed accounts provide true transparency, clients can see what’s happening in portfolios. But they also need to know why changes are made. That’s why our timely updates via email and SMS are often supplemented by videos and webinars.

What do other advisers say?

Some of the advisers we’ve worked with were kind enough to jump on camera and talk about what it’s like to work with Elston. If you’ve got a couple of minutes, it’s worth watching just to see how they see the relationship and how it’s helped their business.