Kelly+Partners Private Wealth has launched the BlueCore Model Portfolios - a new suite of actively managed portfolio solutions that form the foundation of our ‘Core Satellite’ investment approach for clients.
Institutional-grade portfolio management
The new BlueCore Model Portfolios are a significant evolution of our wholesale investment capabilities and helps to solidify our position as a trusted partner for sophisticated and wholesale investor clients seeking comprehensive wealth management strategies.
Developed in partnership with Resonant Asset Management, a boutique Australian based investment manager specialising in multi-asset and multi-manager portfolio development, means we can draw on a significant amount of combined investment market experience, and deliver portfolios constructed using a blend of institution al grade quantitative research and fundamental analysis.
Features of the BlueCore Managed Portfolios
The BlueCore Managed Portfolios are a Separately Managed Account (SMA). This is a type of portfolio structure that means investors maintain beneficial interest in a professionally constructed and transparent managed portfolio.
For more information, get in touch with our Private Wealth team.