Consilium provides model investment portfolios to advisers who want the ability to deliver a range of different expected risk and return outcomes to clients.
Portfolios are constructed following a strategic asset allocation process, where every major allocation decision is subjected to a detailed review.
A wide range of additional information is available in support of these model portfolios, including historical return and standard deviation data.
"The service TNZ has been receiving from Consilium has been world class! It really feels like we are an ‘A’ client. Just wanted to let you know this, and to say thanks. We appreciate it, and we feel valued."
"I want to thank Consilium for Ben’s valuable time and input into our upcoming investment seminars. His insight into the high networth market and simplifying how we present will be a win win for Foxplan and Consilium as our investment partners. I would definitely recommend that any adviser use Consilium to improve their market."
"I love the user friendly interface and client access. The layout, equity data, user access and transaction data in Consilium Platform is far superior ..."