We use exclusive modelling and economic analysis with the aim to maximise your returns, whilst minimising risks. This system allows for a proactive approach to portfolio management instead of being passively reactive to situations.

There are four main elements to our system：

1. We employ economic data in outlining asset mix recommendations
2. We have a large database with an excess of 2000 investment products.
3. We perform technical analysis on managed funds and shares.
4. We flag a portfolio re-weight as economic fundamentals change, thus indicating when to adjust a portfolio for a tactical tilt.

Merlea uses Investum, an operating platform, for the portfolio monitoring service of its 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.

For more information, please visit https://investum.com.au or contact our office.