As part of being an authorised representative of Merlea Investments or a dealer group subscriber you will get access to direct share and managed fund investment models.

Brian constructs diversified model portfolios of assets using an appropriate asset allocation strategy to enhance performance and minimise risk of the overall portfolio. This is done on a quarterly basis to ensure clients are well positioned during any market movement.

Merlea Investments then offers the use of Investum, which is an operating platform for the portfolio monitoring services of any individually managed accounts.  The platform provides a tool to efficiently rebalance portfolios and manage the administration component. It is also often used by other practices that subscribe to Merlea’s portfolio construction service.