Managed Portfolios

Choose the right portfolio for you based on your investment timeframe, income required, your tax status and risk appetite.

Passionate Team

AAG Capital was founded by a passionate team of experts who are highly experienced investment specialists.

AAG Capital Wealth by design

Heralding in a new era in 
Investment Management helping advisers achieve the right investment outcomes for their clients.

 

Who are AAG Capital – the Business?

As part of a rigorous research, tender and selection process & in collaboration with our financial advisers, a partnership between Evidentia Asset Management, Ironbark Asset Management and Hub 24 was had, of which we are proud to announce the creation of our Flagship Investment offering known as ‘AAG Capital’, our very own Managed Account Portfolio Series and in addition to our extensive APL, all part of the diverse suite of services on offer for advisers.

Highly Experienced

AAG Capital was founded by a passionate team of experts who are highly experienced investment specialists.

Client focused

At AAG capital, we help financial advisers build bespoke portfolios which consider each client’s goals & needs.

Portfolios for you

The AAG Capital Managed Account Series is made up of 8 portfolios tailor made just for you and your family.

AAG Capital’s Separately Managed Account Series

‘Australian investors have fully embraced the concept of Separately managed accounts (SMA’s) with in excess of $80 billion in assets under management (AUM), as both investors and advisers alike continue to be attracted to the simplicity of the features that come with Sma’s in particular the transparency, efficiency and goal-focused characteristics as well as accessing professionally managed portfolios which offer exposure to leading investment managers while allowing them to retain direct ownership of the underlying investments’

At AAG Capital, we recognise the real benefits that Sma’s provide for its advisers and clients alike and have made it ‘front and centre’ of our core Investment offering.

investment specialists

We offer access to a range of ‘ready-made’ managed portfolios that have been carefully crafted by our highly experienced investment specialists.

the right choice

Choose the right portfolio for you based on your investment timeframe, income required, your tax status and risk appetite.

AAG – Building Life Long Relationships Together

We can be proud of what we have created and of our people and together the hallmark of our success will be measured not only by consistency if returns and pricing but also through the strategies that go with this, all tailored to suit the individual investors income and lifestyle goals.

Advisers also need the best platforms, research and asset managers to do this

AAG Capital have set the foundation to achieve all this
Now it is about delivering on what we stand for
So contact us for a confidential no obligation chat about the opportunities that may be had
Heralding in a new era of helping advisers achieve the right investment solution for their clients.

carefully crafted portfolios for you

At AAG Capital, we’re committed to helping everyday Australians achieve their financial objectives  – an ethos that has earned us the trust of thousands of clients.