Portfolios

AAG Capital have built its own Managed Accounts for Advisers & clients alike.

We believe the rise of managed accounts is an opportunity for advisers to not only increase business efficiencies but is an opportunity for advisers to design and create investment solutions that are purpose-built for their strategic advice.

At AAG Capital, we felt that the industry is dominated by “off the shelf” products provided by fund managers that are not tailored to a clients situation or the advice the advisers are providing. Because we understand financial advice and the typical problems clients are seeking to solve, we believe we have a strong competitive advantage in designing not only the investment solutions, but also the advice framework around which the portfolios are used.

Get in touch with a Financial Adviser who is specialised in AAG Capital portfolios to find out more.

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.