The Guiding Lights

Asset consultant and investment management firm

Specialised expertise for

Financial Advisers

We deliver comprehensive institutional quality advice to private wealth firms, helping everyday Australians meet their financial goals.

Institutional Investors

We’ve been guiding institutions through the intricacies and challenges of professional investing for over two decades, ensuring they succeed and consistently meet their objectives.

About Us

Asset manager and investment adviser established in Melbourne in 2001, serving financial advisories, charities, superannuation funds, family offices, trustee companies, and endowments. Our three core capabilities include Solutions, Consulting, and Governance.

Our Capabilities

Solutions

Atchison builds product solutions for financial advisers and their clients to support the outsourcing of investment execution. This is via three distinct managed account offerings: off-the-shelf SMA's, Individual asset classes, and tailored SMA's - all of which can be white labeled, meaning your branding and your logo.

Consulting

Our true consulting work includes chairing and supporting investment committees, investment policy / strategic asset allocation / tactical asset allocation reviews, portfolio construction, asset class construction, portfolio blending, manager analysis, in-depth data-driven white labeled whitepapers, custom indices, and rating reports.

Compliance

Auditing / creating an Approved Product List based on Alpha Tests, Risk-Adjusted Tests, Factor Tests, Qualitative Reviews per APRA SPS530 and APRA CPG229 standards. Another offering is our Optimiser Report, which creates and optimises thousands of alternate portfolio weightings for relative pros / cons, using in-house quantitative models.

Market Insights

What is an SMA?

An SMA is a financial product issues under a PDS that enables advisers to recommend or invest directly into equities, bonds or any other asset class and benefit from professional management as you would with any other investment.