Atchison Active 55 Portfolio

A multi-asset diversified portfolio seeking to generate consistent returns in all market environments.

Why Atchison Active 55 Portfolio?

Institutional grade

Leverage Atchison’s propriety asset class-driven investment framework, suited to delivering consistent, long-term returns. 

Simplicity

Benefit from a one-stop solution to your investment services, with the support of Atchison’s extensive market content and analysis.

Lower cost

Access Atchison’s extensive fund manager discounts and access to institutional quality investments, to the benefit of your clients.

Portfolio balance

The portfolio has been built to prioritise income and capital protection, over growth, delivering a consistent income regardless of the environment.

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.